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XWEL icon

Allworth Financial’s XWELL XWEL Stock Holding History

Allworth Financial’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69 Hold
66
– – ﹤0.01% 5056
2026
Q1 		$76 Hold
66
– – ﹤0.01% 5030
2025
Q4 		$31 Buy
+66
New +$56 ﹤0.01% 4892
2025
Q2 		– Sell
-15
Closed -$12 – 4683
2025
Q1 		$12 Buy
+15
New +$17 ﹤0.01% 4021
2022
Q1 		– Sell
-100
Closed -$4K – 2422
2021
Q4 		$4K Sell
100
-50
-33% -$1.58K ﹤0.01% 1619
2021
Q3 		$4K Hold
150
– – ﹤0.01% 1584
2021
Q2 		$5K Hold
150
– – ﹤0.01% 1231
2021
Q1 		$6K Hold
150
– – ﹤0.01% 1114
2020
Q4 		$4K Buy
+150
New +$5.29K ﹤0.01% 1049

Other funds holding XWEL

WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's XWEL Position: Q2 2026 in Review

Allworth Financial held its XWELL (XWEL) position steady in Q2 2026 at 66 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #5056.

Allworth Financial first reported a position in XWEL in Q4 2020 and has held it in 9 quarters since. The position peaked at $6K in Q1 2021. 19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

  • Allworth Financial held 66 shares of XWELL worth $69 as of Q2 2026.
  • Allworth Financial left its XWELL share count unchanged in Q2 2026.
  • XWELL made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5056 holding.
  • Allworth Financial first reported a position in XWELL in Q4 2020 and has held it in 9 quarters since.
  • Allworth Financial's XWELL position peaked at $6K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.