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Discipline Wealth Solutions’s Welltower WELL Stock Holding History

Discipline Wealth Solutions’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 		$443K Buy
1,954
+34
+2% +$7.19K 0.04% 135
2026
Q1 		$380K Sell
1,920
-11
-0.6% -$2.17K 0.04% 130
2025
Q4 		$358K Buy
1,931
+11
+0.6% +$2.06K 0.07% 124
2025
Q3 		$342K Buy
+1,920
New +$316K 0.09% 116

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 $3.37T AUM 44.26% 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

Discipline Wealth Solutions's WELL Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Welltower (WELL) stake by 1.8% in Q2 2026, buying an estimated $7.19K and bringing the position to 1,954 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #135.

Discipline Wealth Solutions first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Discipline Wealth Solutions held 1,954 shares of Welltower worth $443K as of Q2 2026.
  • Discipline Wealth Solutions bought 34 Welltower shares in Q2 2026, an estimated $7.19K.
  • Welltower made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #135 holding.
  • Discipline Wealth Solutions first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.