Bell Investment Advisors’s XCHG Ltd XCH Stock Holding History

Bell Investment Advisors’s Portfolio XCH Stock Details XCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-52	Closed	-$59	–	1956
2025 Q4	$59	Hold	52	–	–	﹤0.01%	1796
2025 Q3	$68	Hold	52	–	–	﹤0.01%	1865
2025 Q2	$70	Hold	52	–	–	﹤0.01%	1864
2025 Q1	$63	Hold	52	–	–	﹤0.01%	1892
2024 Q4	$106	Buy	+52	New	+$824	﹤0.01%	1887

Other funds holding XCH

NCM

Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Investment Advisors's XCH Position: Q1 2026 in Review

Bell Investment Advisors sold out of XCHG Ltd (XCH) in Q1 2026, closing a stake of 52 shares — an estimated $59 sold.

Bell Investment Advisors first reported a position in XCH in Q4 2024 and held it in 5 quarters. The position peaked at $106 in Q4 2024. 4 funds tracked by Wall St. Rank hold XCH as of Q1 2026.

Bell Investment Advisors reported no remaining XCHG Ltd position as of Q1 2026 after selling out during the quarter.
Bell Investment Advisors sold 52 XCHG Ltd shares in Q1 2026, an estimated $59.
Bell Investment Advisors first reported a position in XCHG Ltd in Q4 2024 and held it in 5 quarters.
Bell Investment Advisors's XCHG Ltd position peaked at $106 in Q4 2024.
4 funds tracked by Wall St. Rank held XCHG Ltd as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.