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Howard Capital Management’s Welltower WELL Stock Holding History

Howard Capital Management’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 		$1.16M Buy
5,095
+2,963
+139% +$626K 0.01% 249
2026
Q1 		$422K Sell
2,132
-2,137
-50% -$422K 0.01% 246
2025
Q4 		$792K Buy
4,269
+22
+0.5% +$4.11K 0.01% 272
2025
Q3 		$756K Buy
4,247
+133
+3% +$21.9K 0.01% 254
2025
Q2 		$632K Buy
4,114
+1,130
+38% +$169K 0.01% 264
2025
Q1 		$457K Sell
2,984
-384
-11% -$54.7K 0.01% 268
2024
Q4 		$424K Buy
3,368
+171
+5% +$22.4K 0.01% 306
2024
Q3 		$409K Buy
+3,197
New +$373K 0.01% 296

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

Howard Capital Management's WELL Position: Q2 2026 in Review

Howard Capital Management increased its Welltower (WELL) stake by 139% in Q2 2026, buying an estimated $626K and bringing the position to 5,095 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #249.

Howard Capital Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Howard Capital Management held 5,095 shares of Welltower worth $1.16M as of Q2 2026.
  • Howard Capital Management bought 2,963 Welltower shares in Q2 2026, an estimated $626K.
  • Welltower made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #249 holding.
  • Howard Capital Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.