WA
THQ

Waverly Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Waverly Advisors’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
2026
Q1 		$184K Hold
10,930
– – ﹤0.01% 1498
2025
Q4 		$209K Hold
10,930
– – ﹤0.01% 1374
2025
Q3 		$189K Hold
10,930
– – ﹤0.01% 1223
2025
Q2 		$201K Hold
10,930
– – ﹤0.01% 1126
2025
Q1 		$226K Hold
10,930
– – ﹤0.01% 1020
2024
Q4 		$206K Sell
10,930
-1,570
-13% -$32.4K ﹤0.01% 924
2024
Q3 		$276K Sell
12,500
-300
-2% -$6.42K 0.01% 701
2024
Q2 		$261K Sell
12,800
-200
-2% -$3.98K 0.01% 698
2024
Q1 		$261K Buy
+13,000
New +$250K 0.01% 604

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waverly Advisors's THQ Position: Q1 2026 in Review

Waverly Advisors held its abrdn Healthcare Opportunities Fund (THQ) position steady in Q1 2026 at 10,930 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Waverly Advisors first reported a position in THQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $276K in Q3 2024. 88 funds tracked by Wall St. Rank hold THQ as of Q1 2026.

  • Waverly Advisors held 10,930 shares of abrdn Healthcare Opportunities Fund worth $184K as of Q1 2026.
  • Waverly Advisors left its abrdn Healthcare Opportunities Fund share count unchanged in Q1 2026.
  • abrdn Healthcare Opportunities Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1498 holding.
  • Waverly Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q1 2024 and has held it in 9 quarters since.
  • Waverly Advisors's abrdn Healthcare Opportunities Fund position peaked at $276K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.