MWPCG
HCWC

Measured Wealth Private Client Group’s Healthy Choice Wellness HCWC Stock Holding History

Measured Wealth Private Client Group’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1 Hold
2
– – ﹤0.01% 723
2025
Q4 		$1 Hold
2
– – ﹤0.01% 729
2025
Q3 		$2 Buy
+2
New +$1 ﹤0.01% 692

Other funds holding HCWC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Measured Wealth Private Client Group's HCWC Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Healthy Choice Wellness (HCWC) position steady in Q1 2026 at 2 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Measured Wealth Private Client Group first reported a position in HCWC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2 in Q3 2025. 35 funds tracked by Wall St. Rank hold HCWC as of Q1 2026.

  • Measured Wealth Private Client Group held 2 shares of Healthy Choice Wellness worth $1 as of Q1 2026.
  • Measured Wealth Private Client Group left its Healthy Choice Wellness share count unchanged in Q1 2026.
  • Healthy Choice Wellness made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #723 holding.
  • Measured Wealth Private Client Group first reported a position in Healthy Choice Wellness in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Healthy Choice Wellness position peaked at $2 in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.