Convergence Financial’s Welltower WELL Stock Holding History

Convergence Financial’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	$266K	Hold	1,170	–	–	0.02%	237
2026 Q1	$231K	Buy	+1,170	New	+$231K	0.02%	203

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

Convergence Financial's WELL Position: Q2 2026 in Review

Convergence Financial held its Welltower (WELL) position steady in Q2 2026 at 1,170 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #237.

Convergence Financial first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Convergence Financial held 1,170 shares of Welltower worth $266K as of Q2 2026.
Convergence Financial left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #237 holding.
Convergence Financial first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.