UMB Bank’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

UMB Bank’s Portfolio THQ Stock Details THQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,500	Closed	-$46K	–	2197
2025 Q2	$46K	Hold	2,500	–	–	﹤0.01%	1142
2025 Q1	$51.6K	Hold	2,500	–	–	﹤0.01%	1035
2024 Q4	$47.2K	Hold	2,500	–	–	﹤0.01%	941
2024 Q3	$55.2K	Buy	+2,500	New	+$53.5K	﹤0.01%	845

Other funds holding THQ

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

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

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

UMB Bank's THQ Position: Q3 2025 in Review

UMB Bank sold out of abrdn Healthcare Opportunities Fund (THQ) in Q3 2025, closing a stake of 2,500 shares — an estimated $46K sold.

UMB Bank first reported a position in THQ in Q3 2024 and held it in 4 quarters. The position peaked at $55.2K in Q3 2024. 105 funds tracked by Wall St. Rank hold THQ as of Q3 2025.

UMB Bank reported no remaining abrdn Healthcare Opportunities Fund position as of Q3 2025 after selling out during the quarter.
UMB Bank sold 2,500 abrdn Healthcare Opportunities Fund shares in Q3 2025, an estimated $46K.
UMB Bank first reported a position in abrdn Healthcare Opportunities Fund in Q3 2024 and held it in 4 quarters.
UMB Bank's abrdn Healthcare Opportunities Fund position peaked at $55.2K in Q3 2024.
105 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.