Triumph Capital Management’s abrdn World Healthcare Fund THW Stock Holding History

Triumph Capital Management’s Portfolio THW Stock Details THW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$355K	Buy	30,430 +2,550	+9%	+$31.8K	0.07%	240
2025 Q4	$356K	Sell	27,880 -1,323	-5%	-$16.8K	0.08%	226
2025 Q3	$368K	Buy	29,203 +454	+2%	+$5.11K	0.1%	215
2025 Q2	$295K	Buy	28,749 +2,692	+10%	+$28.3K	0.09%	223
2025 Q1	$300K	Buy	26,057 +1,793	+7%	+$21.2K	0.1%	212
2024 Q4	$267K	Buy	+24,264	New	+$296K	0.09%	229

Other funds holding THW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Triumph Capital Management's THW Position: Q1 2026 in Review

Triumph Capital Management increased its abrdn World Healthcare Fund (THW) stake by 9.1% in Q1 2026, buying an estimated $31.8K and bringing the position to 30,430 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #240.

Triumph Capital Management first reported a position in THW in Q4 2024 and has held it in 6 quarters since. The position peaked at $368K in Q3 2025. 84 funds tracked by Wall St. Rank hold THW as of Q1 2026.

Triumph Capital Management held 30,430 shares of abrdn World Healthcare Fund worth $355K as of Q1 2026.
Triumph Capital Management bought 2,550 abrdn World Healthcare Fund shares in Q1 2026, an estimated $31.8K.
abrdn World Healthcare Fund made up 0.07% of Triumph Capital Management's portfolio in Q1 2026, its #240 holding.
Triumph Capital Management first reported a position in abrdn World Healthcare Fund in Q4 2024 and has held it in 6 quarters since.
Triumph Capital Management's abrdn World Healthcare Fund position peaked at $368K in Q3 2025.
84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.