Ground Swell Capital’s XWELL XWEL Stock Holding History

Ground Swell Capital’s Portfolio XWEL Stock Details XWEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,206	Closed	-$4.75K	–	190
2025 Q4	$4.75K	Buy	+10,206	New	+$8.61K	0.01%	83

Other funds holding XWEL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ground Swell Capital's XWEL Position: Q1 2026 in Review

Ground Swell Capital sold out of XWELL (XWEL) in Q1 2026, closing a stake of 10,206 shares — an estimated $4.75K sold.

Ground Swell Capital first reported a position in XWEL in Q4 2025 and held it in 1 quarter. The position peaked at $4.75K in Q4 2025. 20 funds tracked by Wall St. Rank hold XWEL as of Q1 2026.

Ground Swell Capital reported no remaining XWELL position as of Q1 2026 after selling out during the quarter.
Ground Swell Capital sold 10,206 XWELL shares in Q1 2026, an estimated $4.75K.
Ground Swell Capital first reported a position in XWELL in Q4 2025 and held it in 1 quarter.
Ground Swell Capital's XWELL position peaked at $4.75K in Q4 2025.
20 funds tracked by Wall St. Rank held XWELL as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.