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 Q3	$443K	Buy	33,944 +2,386	+8%	+$32.5K	0.08%	238
2026 Q2	$423K	Buy	31,558 +1,128	+4%	+$14.2K	0.08%	242
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%	+$5.1K	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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Triumph Capital Management's THW Position: Q3 2026 in Review

Triumph Capital Management increased its abrdn World Healthcare Fund (THW) stake by 7.6% in Q3 2026, buying an estimated $32.5K and bringing the position to 33,944 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #238.

Triumph Capital Management first reported a position in THW in Q4 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold THW as of Q3 2026.

Triumph Capital Management held 33,944 shares of abrdn World Healthcare Fund worth $443K as of Q3 2026.
Triumph Capital Management bought 2,386 abrdn World Healthcare Fund shares in Q3 2026, an estimated $32.5K.
abrdn World Healthcare Fund made up 0.08% of Triumph Capital Management's portfolio in Q3 2026, its #238 holding.
Triumph Capital Management first reported a position in abrdn World Healthcare Fund in Q4 2024 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.