THQ — TEKLA HEALTHCARE OPPORTUNITIES

Ownership history in Stolper Co  ·  8 quarters on record

This page tracks every 13F SEC filing in which Stolper Co reported a position in TEKLA HEALTHCARE OPPORTUNITIES (THQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.51% (2020 Q2)
Avg. % of fund
0.31%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,732 +539 +1.4% 0.21% $722K $18.78
2025 Q3 ADDED 37,193 +6,790 +22.3% 0.19% $643K $16.49
2021 Q2 ADDED 30,403 +24 +0.1% 0.33% $702K $15.41
2021 Q1 ADDED 30,379 +3,690 +13.8% 0.34% $660K $14.28
2020 Q4 REDUCED 26,689 -340 -1.3% 0.31% $544K $13.18
2020 Q3 REDUCED 27,029 -16,804 -38.3% 0.32% $489K $11.50
2020 Q2 ADDED 43,833 +17,314 +65.3% 0.51% $780K $11.11
2020 Q1 INITIATED 26,519 — — 0.29% $407K $9.41
% of Fund (quarterly)    THQ price (monthly, adj. close)

Other funds also holding THQ

As of 2025 Q4 — sorted by position size

Heron Bay Capital Management 3Y 2.16% Samalin Investment Counsel, LLC 3Y 0.37% Next Level Private LLC 3Y 0.31% Madison Park Capital Advisors, LLC 0.22% Westbourne Investment Advisors, Inc. 3Y 7Y 0.21% TrueMark Investments, LLC 0.19% Aviance Capital Partners, LLC 3Y 7Y 0.18% WORLD EQUITY GROUP, INC. 0.1% WEDBUSH SECURITIES INC 3Y 7Y 0.09% EVOLVE PRIVATE WEALTH, LLC 0.09%
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