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Mascoma Wealth Management’s Welltower WELL Stock Holding History

Mascoma Wealth 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 		$1.82K Buy
8
+1
+14% +$211 ﹤0.01% 464
2026
Q1 		$1.38K Sell
7
-4
-36% -$790 ﹤0.01% 461
2025
Q4 		$2.04K Buy
+11
New +$2.06K ﹤0.01% 415

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

Mascoma Wealth Management's WELL Position: Q2 2026 in Review

Mascoma Wealth Management increased its Welltower (WELL) stake by 14% in Q2 2026, buying an estimated $211 and bringing the position to 8 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Mascoma Wealth Management first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.04K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mascoma Wealth Management held 8 shares of Welltower worth $1.82K as of Q2 2026.
  • Mascoma Wealth Management bought 1 Welltower share in Q2 2026, an estimated $211.
  • Welltower made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Mascoma Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • Mascoma Wealth Management's Welltower position peaked at $2.04K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.