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Capstone Wealth Management Group (Pennsylvania)’s Welltower WELL Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		– Sell
-1,450
Closed -$287K – 108
2026
Q1 		$287K Buy
1,450
+5
+0.3% +$988 0.12% 79
2025
Q4 		$268K Buy
1,445
+6
+0.4% +$1.12K 0.11% 69
2025
Q3 		$256K Buy
1,439
+96
+7% +$15.8K 0.11% 65
2025
Q2 		$206K Buy
+1,343
New +$201K 0.2% 53

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 $3.38T AUM 44.17% 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

Capstone Wealth Management Group (Pennsylvania)'s WELL Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,450 shares — an estimated $287K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in WELL in Q2 2025 and held it in 4 quarters. The position peaked at $287K in Q1 2026. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,450 Welltower shares in Q2 2026, an estimated $287K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Welltower in Q2 2025 and held it in 4 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s Welltower position peaked at $287K in Q1 2026.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.