Triumph Capital Management THW ABRDN WORLD HEALTHCARE FUND

Ownership history in Triumph Capital Management  ·  7 quarters on record

AI Ownership Summary

Triumph Capital Management reported ABRDN WORLD HEALTHCARE FUND (THW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows THW at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this THW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in ABRDN WORLD HEALTHCARE FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

THW was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Triumph Capital Management held THW — position size vs. price
% of Fund (quarterly)    THW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 31,558 +1,128 +3.7% 0.08% $423K 2026-07-21 $13.26
2026 Q1 ADDED 30,430 +2,550 +9.1% 0.07% $355K 2026-05-13 $12.58
2025 Q4 REDUCED 27,880 -1,323 -4.5% 0.08% $356K 2026-02-12 $11.92
2025 Q3 ADDED 29,203 +454 +1.6% 0.09% $368K 2025-11-17 $11.65
2025 Q2 ADDED 28,749 +2,692 +10.3% 0.09% $295K 2025-07-09 $9.23
2025 Q1 ADDED 26,057 +1,793 +7.4% 0.10% $300K 2025-05-06 $9.16
2024 Q4 INITIATED 24,264 0.09% $267K 2025-02-14 $9.95

FAQ About Triumph Capital Management and THW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning THW?

Triumph Capital Management reported THW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported THW position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for THW was 0.10% in 2025 Q1.

What is the latest reported THW position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 31,558 shares, equal to 0.08% of portfolio, with an estimated market value of $423K.

What does the chart on this THW ownership page compare?

The chart compares Triumph Capital Management's quarterly THW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their THW position?

Based on 13F filing dates vs. subsequent THW price moves, Triumph Capital Management correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on THW relative to SPY over the holding period was +4.7%.

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