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Abound Wealth Management’s Welltower WELL Stock Holding History

Abound Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Sell
53
-56
-51% -$11.8K ﹤0.01% 448
2026
Q1 		$21.6K Buy
109
+7
+7% +$1.38K ﹤0.01% 385
2025
Q4 		$19K Hold
102
– – ﹤0.01% 376
2025
Q3 		$18.2K Hold
102
– – ﹤0.01% 379
2025
Q2 		$15.6K Hold
102
– – ﹤0.01% 370
2025
Q1 		$15.6K Sell
102
-24
-19% -$3.42K 0.01% 334
2024
Q4 		$15.8K Buy
126
+20
+19% +$2.63K 0.01% 321
2024
Q3 		$13.5K Hold
106
– – ﹤0.01% 365
2024
Q2 		$11K Sell
106
-6
-5% -$588 ﹤0.01% 350
2024
Q1 		$10.4K Buy
112
+6
+6% +$543 ﹤0.01% 365
2023
Q4 		$9.58K Hold
106
– – ﹤0.01% 376
2023
Q3 		$8.7K Sell
106
-2
-2% -$164 ﹤0.01% 359
2023
Q2 		$8.75K Buy
108
+44
+69% +$3.39K ﹤0.01% 363
2023
Q1 		$4.59K Buy
64
+23
+56% +$1.67K ﹤0.01% 427
2022
Q4 		$2.69K Buy
41
+8
+24% +$514 ﹤0.01% 487
2022
Q3 		$2.13K Buy
+33
New +$2.58K ﹤0.01% 471

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Abound Wealth Management's WELL Position: Q2 2026 in Review

Abound Wealth Management reduced its Welltower (WELL) stake by 51% in Q2 2026, selling an estimated $11.8K and leaving 53 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Abound Wealth Management first reported a position in WELL in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.6K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Abound Wealth Management held 53 shares of Welltower worth $12K as of Q2 2026.
  • Abound Wealth Management sold 56 Welltower shares in Q2 2026, an estimated $11.8K.
  • Welltower made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Abound Wealth Management first reported a position in Welltower in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Welltower position peaked at $21.6K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.