AF
HCWC

Allworth Financial’s Healthy Choice Wellness HCWC Stock Holding History

Allworth Financial’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5 Hold
19
– – ﹤0.01% 5170
2025
Q4 		$5 Sell
19
-2
-10% -$1 ﹤0.01% 4985
2025
Q3 		$16 Hold
21
– – ﹤0.01% 4841
2025
Q2 		$9 Buy
21
+15
+250% +$6 ﹤0.01% 4554
2025
Q1 		$3 Buy
6
+4
+200% +$3 ﹤0.01% 4047
2024
Q4 		$3 Buy
+2
New +$3 ﹤0.01% 3930

Other funds holding HCWC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's HCWC Position: Q1 2026 in Review

Allworth Financial held its Healthy Choice Wellness (HCWC) position steady in Q1 2026 at 19 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #5170.

Allworth Financial first reported a position in HCWC in Q4 2024 and has held it in 6 quarters since. The position peaked at $16 in Q3 2025. 35 funds tracked by Wall St. Rank hold HCWC as of Q1 2026.

  • Allworth Financial held 19 shares of Healthy Choice Wellness worth $5 as of Q1 2026.
  • Allworth Financial left its Healthy Choice Wellness share count unchanged in Q1 2026.
  • Healthy Choice Wellness made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5170 holding.
  • Allworth Financial first reported a position in Healthy Choice Wellness in Q4 2024 and has held it in 6 quarters since.
  • Allworth Financial's Healthy Choice Wellness position peaked at $16 in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.