abrdn Healthcare Opportunities Fund
THQ- Exchange
- NYSE
- SEC CIK
- 0001604522
In the last 90 days, abrdn Healthcare Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 96 institutions reported holding it in 13F filings for Q2 2026, worth $151.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in abrdn Healthcare Opportunities Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 96
- +9 vs. Q1 2026
- Shares held
- 8.10M
- +372.5K (+4.8%) vs. Q1 2026
- Total value
- $151.8M
- +$22.0M (+16.9%) vs. Q1 2026
- New holders
- 17
- 38 more added
- Sold out
- 8
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting THQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 96 | $151.8M |
| Q1 2026 | 88 | $131.0M |
| Q4 2025 | 92 | $145.8M |
| Q3 2025 | 106 | $133.2M |
| Q2 2025 | 99 | $155.2M |
| Q1 2025 | 94 | $174.7M |
| Q4 2024 | 106 | $155.6M |
| Q3 2024 | 104 | $195.6M |
| Q2 2024 | 96 | $174.2M |
| Q1 2024 | 93 | $187.3M |
| Q4 2023 | 98 | $192.8M |
| Q3 2023 | 91 | $155.8M |
| Q2 2023 | 78 | $164.8M |
| Q1 2023 | 91 | $159.5M |
| Q4 2022 | 86 | $169.6M |
| Q3 2022 | 81 | $150.4M |
| Q2 2022 | 84 | $160.3M |
| Q1 2022 | 94 | $180.4M |
| Q4 2021 | 93 | $204.9M |
| Q3 2021 | 81 | $183.5M |
| Q2 2021 | 77 | $183.5M |
| Q1 2021 | 73 | $173.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding abrdn Healthcare Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourth Dimension Wealth, LLC | 7 | $131 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $881 | 0.00% | +47 | New |
| Farther Finance Advisors, LLC | 114 | $2.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 195 | $3.65K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 320 | $5.99K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 350 | $6.56K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 408 | $7.64K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $9.37K | 0.00% | +500 | New |
| Provenance Wealth Advisors, LLC | 505 | $9.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 827 | $15.5K | 0.00% | +1+0.1% | Added |
| Allied Private Wealth LLC | 924 | $17.5K | 0.01% | +924 | New |
| Gables Capital Management Inc. | 1,745 | $32.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,870 | $35.0K | 0.00% | +43+2.4% | Added |
| NBC Securities, Inc. | 1,979 | $37.1K | 0.00% | +36+1.9% | Added |
| Triumph Capital Management | 2,144 | $40.2K | 0.01% | +273+14.6% | Added |
| Armstrong Advisory Group, Inc | 2,208 | $41.4K | 0.00% | +2,208 | New |
| Northwestern Mutual Wealth Management Co | 2,315 | $43.4K | 0.00% | −544−19.0% | Reduced |
| Costello Asset Management, INC | 2,397 | $44.9K | 0.01% | +52+2.2% | Added |
| Allworth Financial LP | 2,700 | $50.6K | 0.00% | +300+12.5% | Added |
| EverSource Wealth Advisors, LLC | 4,000 | $74.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,101 | $76.8K | 0.00% | +4,101 | New |
| Geneos Wealth Management Inc. | 4,110 | $77.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,351 | $81.5K | 0.00% | −3,633−45.5% | Reduced |
| Truist Financial Corp | 10,419 | $195.2K | 0.00% | +10,419 | New |
| WealthTrust Axiom LLC | 10,500 | $196.7K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,538 | $197.4K | 0.01% | −867−7.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 10,588 | $198.3K | 0.02% | −2,008−15.9% | Reduced |
| Nations Financial Group Inc, | 10,845 | $203.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11,087 | $207.7K | 0.01% | +11,087 | New |
| NWF Advisory Services Inc. | 11,510 | $215.6K | 0.02% | +250+2.2% | Added |
| Warren Averett Asset Management, LLC | 11,730 | $219.7K | 0.00% | +800+7.3% | Added |
| Mariner, LLC | 11,835 | $221.7K | 0.00% | +11,835 | New |
| B.O.S.S. Retirement Advisors, LLC | 12,000 | $224.8K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,133 | $227.3K | 0.00% | +12,133 | New |
| International Assets Investment Management, LLC | 12,267 | $229.3K | 0.01% | −810−6.2% | Reduced |
| Maridea Wealth Management LLC | 12,253 | $229.5K | 0.02% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 1,698 | $248.8K | 0.18% | −12,302−87.9% | Reduced |
| PFG Investments, LLC | 14,645 | $274.3K | 0.01% | −495−3.3% | Reduced |
| Tradition Wealth Management, LLC | 16,437 | $307.9K | 0.02% | −303−1.8% | Reduced |
| Commerce Bank | 17,127 | $320.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17,296 | $324.0K | 0.00% | +3,460+25.0% | Added |
| HRT Financial LP | 17,335 | $324.0K | 0.00% | +17,335 | New |
| Pine Valley Investments Ltd Liability Co | 18,400 | $344.6K | 0.01% | +18,400 | New |
| MML Investors Services, LLC | 19,625 | $367.6K | 0.00% | −469−2.3% | Reduced |
| World Equity Group, Inc. | 20,336 | $380.9K | 0.09% | +1,636+8.7% | Added |
| Cerity Partners LLC | 22,456 | $420.6K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 23,571 | $441.5K | 0.00% | −4,560−16.2% | Reduced |
| We Are One Seven, LLC | 23,973 | $449.0K | 0.01% | +23,973 | New |
| Advisortrust Partners, LLC | 24,063 | $450.7K | 0.15% | +7,281+43.4% | Added |
| The PNC Financial Services Group, Inc. | 24,410 | $457.2K | 0.00% | +27+0.1% | Added |
| Oppenheimer & Co Inc | 24,944 | $467.2K | 0.00% | −490−1.9% | Reduced |
| National Asset Management, Inc. | 30,362 | $570.5K | 0.03% | +2,885+10.5% | Added |
| XTX Topco Ltd | 30,791 | $576.7K | 0.01% | +30,791 | New |
| PMG Family Office LLC | 31,356 | $587.3K | 0.54% | +540+1.8% | Added |
| Samalin Investment Counsel, LLC | 34,010 | $637.0K | 0.20% | −11,895−25.9% | Reduced |
| HBK Sorce Advisory LLC | 34,302 | $648.0K | 0.01% | +6,324+22.6% | Added |
| Cohen & Steers, Inc. | 37,845 | $709.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 38,179 | $715.1K | 0.01% | +444+1.2% | Added |
| Kingsview Wealth Management, LLC | 38,295 | $717.3K | 0.01% | −835−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,151 | $724.5K | 0.00% | −1,280−3.2% | Reduced |
| Stolper Co | 39,612 | $742.0K | 0.19% | +1,332+3.5% | Added |
| Summit Financial, LLC | 40,225 | $753.4K | 0.01% | +571+1.4% | Added |
| Janney Montgomery Scott LLC | 41,740 | $782.0K | 0.00% | +10,642+34.2% | Added |
| Benjamin Edwards Inc | 42,867 | $802.9K | 0.01% | +1,566+3.8% | Added |
| D.A. Davidson & Co. | 44,588 | $835.1K | 0.00% | +40+0.1% | Added |
| Westbourne Investment Advisors, Inc. | 46,500 | $870.9K | 0.24% | +1,400+3.1% | Added |
| Jane Street Group, LLC | 47,008 | $880.5K | 0.00% | +14,650+45.3% | Added |
| Pensionmark Financial Group, LLC | 53,643 | $903.4K | 0.01% | −15,360−22.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 53,521 | $1.00M | 0.00% | −571−1.1% | Reduced |
| Kestra Advisory Services, LLC | 55,974 | $1.05M | 0.00% | −5,541−9.0% | Reduced |
| Wolverine Asset Management LLC | 57,930 | $1.09M | 0.01% | +57,930 | New |
| Advisor Group Holdings, Inc. | 58,326 | $1.09M | 0.00% | +16,585+39.7% | Added |
| Evolve Private Wealth, LLC | 58,387 | $1.09M | 0.07% | −13,572−18.9% | Reduced |
| Regatta Research & Money Management | 63,350 | $1.19M | 1.12% | +63,350 | New |
| Marex Group plc | 64,474 | $1.21M | 0.01% | +64,474 | New |
| Shaker Financial Services, LLC | 70,493 | $1.32M | 0.41% | +37,893+116.2% | Added |
| Cetera Investment Advisers | 72,397 | $1.36M | 0.00% | +3,376+4.9% | Added |
| Aviance Capital Partners, LLC | 86,181 | $1.61M | 0.17% | +395+0.5% | Added |
| Private Advisor Group, LLC | 86,445 | $1.62M | 0.01% | +10,881+14.4% | Added |
| Z3 Capital Partners, LLC | 90,460 | $1.69M | 0.36% | +1,075+1.2% | Added |
| Next Level Private LLC | 93,047 | $1.74M | 0.34% | +7,864+9.2% | Added |
| Bank of America Corp | 100,702 | $1.89M | 0.00% | −5,647−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 136,587 | $2.56M | 0.01% | +6,891+5.3% | Added |
| Commonwealth Equity Services, LLC | 138,800 | $2.60M | 0.00% | +1,441+1.0% | Added |
| Landscape Capital Management, L.L.C. | 143,003 | $2.68M | 0.17% | +143,003 | New |
| Stifel Financial Corp | 145,076 | $2.72M | 0.00% | −4,242−2.8% | Reduced |
| First Trust Advisors LP | 147,949 | $2.77M | 0.00% | +5,991+4.2% | Added |
| Wedbush Securities Inc | 187,779 | $3.52M | 0.09% | +14,272+8.2% | Added |
| UBS Group AG | 196,425 | $3.68M | 0.00% | −111,799−36.3% | Reduced |
| Ameriprise Financial Inc | 203,590 | $3.82M | 0.00% | +13,706+7.2% | Added |
| LPL Financial LLC | 346,884 | $6.50M | 0.00% | +39,830+13.0% | Added |
| Penserra Capital Management LLC | 464,627 | $8.70M | 0.07% | +17,692+4.0% | Added |
| Heron Bay Capital Management | 562,344 | $10.5M | 0.95% | −32,027−5.4% | Reduced |
| Raymond James Financial Inc | 726,863 | $13.6M | 0.00% | −56,823−7.3% | Reduced |
| Royal Bank of Canada | 1,108,986 | $20.8M | 0.00% | −34,778−3.0% | Reduced |
| Morgan Stanley | 1,436,568 | $26.9M | 0.00% | +90,362+6.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −32,150−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −20,214−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,474−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −13,556−100.0% | Sold out |