MSWA
WELL icon

Marshall & Sterling Wealth Advisors’s Welltower WELL Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-65
Closed -$11.6K – 631
2025
Q3 		$11.6K Hold
65
– – 0.01% 320
2025
Q2 		$9.99K Sell
65
-20
-24% -$2.99K 0.01% 329
2025
Q1 		$13K Buy
+85
New +$12.1K 0.01% 286

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WELL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Welltower (WELL) in Q4 2025, closing a stake of 65 shares — an estimated $11.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in WELL in Q1 2025 and held it in 3 quarters. The position peaked at $13K in Q1 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 65 Welltower shares in Q4 2025, an estimated $11.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Welltower in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Welltower position peaked at $13K in Q1 2025.
  • 1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.