WI
THW

Westbourne Investments’s abrdn World Healthcare Fund THW Stock Holding History

Westbourne Investments’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
2025
Q4 		– Sell
-19,972
Closed -$261K – 152
2025
Q3 		$261K Buy
19,972
+519
+3% +$5.84K 0.12% 110
2025
Q2 		$200K Buy
19,453
+430
+2% +$4.52K 0.11% 131
2025
Q1 		$219K Buy
19,023
+494
+3% +$5.83K 0.13% 122
2024
Q4 		$204K Buy
+18,529
New +$226K 0.12% 118

Other funds holding THW

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15.01% 1-Year Est. Return

Westbourne Investments's THW Position: Q4 2025 in Review

Westbourne Investments sold out of abrdn World Healthcare Fund (THW) in Q4 2025, closing a stake of 19,972 shares — an estimated $261K sold.

Westbourne Investments first reported a position in THW in Q4 2024 and held it in 4 quarters. The position peaked at $261K in Q3 2025. 84 funds tracked by Wall St. Rank hold THW as of Q4 2025.

  • Westbourne Investments reported no remaining abrdn World Healthcare Fund position as of Q4 2025 after selling out during the quarter.
  • Westbourne Investments sold 19,972 abrdn World Healthcare Fund shares in Q4 2025, an estimated $261K.
  • Westbourne Investments first reported a position in abrdn World Healthcare Fund in Q4 2024 and held it in 4 quarters.
  • Westbourne Investments's abrdn World Healthcare Fund position peaked at $261K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2025.

Based on Westbourne Investments's 13F filing for Q4 2025, filed 22 Jan 2026.