Armstrong Advisory Group’s Welltower WELL Stock Holding History

Armstrong Advisory Group’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	$32.5K	Hold	143	–	–	﹤0.01%	511
2026 Q1	$28.3K	Hold	143	–	–	﹤0.01%	498
2025 Q4	$26.5K	Hold	143	–	–	﹤0.01%	508
2025 Q3	$25.5K	Hold	143	–	–	﹤0.01%	521
2025 Q2	$22K	Sell	143 -48	-25%	-$7.17K	﹤0.01%	524
2025 Q1	$24.1K	Hold	191	–	–	﹤0.01%	483
2024 Q4	$24.1K	Hold	191	–	–	﹤0.01%	483
2024 Q3	$24.5K	Hold	191	–	–	﹤0.01%	471
2024 Q2	$19.9K	Sell	191 -1	-0.5%	-$98	﹤0.01%	498
2024 Q1	$17.3K	Hold	192	–	–	﹤0.01%	499
2023 Q4	$17.3K	Sell	192 -9	-4%	-$781	﹤0.01%	499
2023 Q3	$16.5K	Hold	201	–	–	﹤0.01%	527
2023 Q2	$16.3K	Hold	201	–	–	﹤0.01%	526
2023 Q1	$14.4K	Hold	201	–	–	﹤0.01%	526
2022 Q4	$13.2K	Buy	+201	New	+$12.9K	﹤0.01%	550

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Armstrong Advisory Group's WELL Position: Q2 2026 in Review

Armstrong Advisory Group held its Welltower (WELL) position steady in Q2 2026 at 143 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Armstrong Advisory Group first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Armstrong Advisory Group held 143 shares of Welltower worth $32.5K as of Q2 2026.
Armstrong Advisory Group left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #511 holding.
Armstrong Advisory Group first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.