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Integrated Wealth Concepts’s XWELL XWEL Stock Holding History

Integrated Wealth Concepts’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
Q2 		$21.5K Buy
20,704
+10,352
+100% +$12.9K ﹤0.01% 4031
2026
Q1 		$11.9K Buy
10,352
+2
+0% +$2 ﹤0.01% 2267
2025
Q4 		$4.77K Hold
10,350
– – ﹤0.01% 1598
2025
Q3 		$10.2K Hold
10,350
– – ﹤0.01% 1972
2025
Q2 		$9.55K Hold
10,350
– – ﹤0.01% 1897
2025
Q1 		$10.6K Hold
10,350
– – ﹤0.01% 1729
2024
Q4 		$15.6K Hold
10,350
– – ﹤0.01% 1708
2024
Q3 		$17.9K Hold
10,350
– – ﹤0.01% 1662
2024
Q2 		$18.6K Hold
10,350
– – ﹤0.01% 1632
2024
Q1 		$17.5K Hold
10,350
– – ﹤0.01% 1638
2023
Q4 		$18K Hold
10,350
– – ﹤0.01% 1582
2023
Q3 		$23.3K Hold
10,350
– – ﹤0.01% 1536
2023
Q2 		$41.5K Hold
10,350
– – ﹤0.01% 1523
2023
Q1 		$75K Hold
10,350
– – ﹤0.01% 1292
2022
Q4 		$75K Hold
10,350
– – ﹤0.01% 1002
2022
Q3 		$158K Hold
10,350
– – 0.01% 889
2022
Q2 		$143K Hold
10,350
– – ﹤0.01% 919
2022
Q1 		$234K Hold
10,350
– – 0.01% 825
2021
Q4 		$418K Hold
10,350
– – 0.01% 652
2021
Q3 		$304K Hold
10,350
– – 0.01% 738
2021
Q2 		$319K Sell
10,350
-790
-7% -$22.5K 0.01% 639
2021
Q1 		$410K Buy
+11,140
New +$426K 0.02% 522

Other funds holding XWEL

WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Integrated Wealth Concepts's XWEL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its XWELL (XWEL) stake by 100% in Q2 2026, buying an estimated $12.9K and bringing the position to 20,704 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4031.

Integrated Wealth Concepts first reported a position in XWEL in Q1 2021 and has held it in 22 quarters since. The position peaked at $418K in Q4 2021. 19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

  • Integrated Wealth Concepts held 20,704 shares of XWELL worth $21.5K as of Q2 2026.
  • Integrated Wealth Concepts bought 10,352 XWELL shares in Q2 2026, an estimated $12.9K.
  • XWELL made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4031 holding.
  • Integrated Wealth Concepts first reported a position in XWELL in Q1 2021 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's XWELL position peaked at $418K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.