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Legacy Wealth Management (Idaho)’s Welltower WELL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-28
Closed -$5.54K – 966
2026
Q1 		$5.54K Buy
28
+11
+65% +$2.17K ﹤0.01% 598
2025
Q4 		$3.16K Buy
+17
New +$3.17K ﹤0.01% 605

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s WELL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Welltower (WELL) in Q2 2026, closing a stake of 28 shares — an estimated $5.54K sold.

Legacy Wealth Management (Idaho) first reported a position in WELL in Q4 2025 and held it in 2 quarters. The position peaked at $5.54K in Q1 2026. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 28 Welltower shares in Q2 2026, an estimated $5.54K.
  • Legacy Wealth Management (Idaho) first reported a position in Welltower in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Welltower position peaked at $5.54K in Q1 2026.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.