JY
XWEL icon

Jeff Yass’s XWELL XWEL Stock Holding History

Jeff Yass’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
2024
Q1 		– Sell
-17,700
Closed -$30.4K – 13512
2023
Q4 		$30.4K Hold
17,700
– – ﹤0.01% 11876
2023
Q3 		$39.8K Buy
17,700
+16,395
+1,256% +$71.5K ﹤0.01% 11389
2023
Q2 		$5.22K Sell
1,305
-1,625
-55% -$8.45K ﹤0.01% 11826
2023
Q1 		$21.1K Sell
2,930
-7,130
-71% -$59.3K ﹤0.01% 12034
2022
Q4 		$72.4K Sell
10,060
-780
-7% -$8.64K ﹤0.01% 11200
2022
Q3 		$167K Sell
10,840
-750
-6% -$13.3K ﹤0.01% 11101
2022
Q2 		$160K Sell
11,590
-1,195
-9% -$21K ﹤0.01% 10947
2022
Q1 		$289K Sell
12,785
-23,830
-65% -$638K ﹤0.01% 10365
2021
Q4 		$1.48M Sell
36,615
-15,380
-30% -$487K ﹤0.01% 6251
2021
Q3 		$1.53M Buy
51,995
+14,155
+37% +$455K ﹤0.01% 6429
2021
Q2 		$1.17M Buy
37,840
+6,450
+21% +$184K ﹤0.01% 7339
2021
Q1 		$1.16M Buy
31,390
+22,420
+250% +$857K ﹤0.01% 7344
2020
Q4 		$213K Buy
8,970
+6,970
+349% +$246K ﹤0.01% 9937
2020
Q3 		$79K Buy
2,000
+1,420
+245% +$83.1K ﹤0.01% 10041
2020
Q2 		$49K Buy
+580
New +$30.5K ﹤0.01% 9757
2017
Q1 		– Sell
-240
Closed -$613K – 10130
2016
Q4 		$613K Buy
240
+9
+4% +$28.2K ﹤0.01% 6563
2016
Q3 		$745K Buy
231
+9
+4% +$23.9K ﹤0.01% 5350
2016
Q2 		$504K Buy
+222
New +$515K ﹤0.01% 6112

Other funds holding XWEL

Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Jeff Yass's XWEL Position: Q1 2026 in Review

Jeff Yass sold out of XWELL (XWEL) in Q1 2026, closing a stake of 33,220 shares — an estimated $15.5K sold.

Jeff Yass first reported a position in XWEL in Q2 2016 and held it in 29 quarters. The position peaked at $1.32M in Q2 2021. 20 funds tracked by Wall St. Rank hold XWEL as of Q1 2026.

  • Jeff Yass reported no remaining XWELL position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 33,220 XWELL shares in Q1 2026, an estimated $15.5K.
  • Jeff Yass first reported a position in XWELL in Q2 2016 and held it in 29 quarters.
  • Jeff Yass's XWELL position peaked at $1.32M in Q2 2021.
  • 20 funds tracked by Wall St. Rank held XWELL as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.