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Mowery & Schoenfeld Wealth Management’s Welltower WELL Stock Holding History

Mowery & Schoenfeld 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 		$16.6K Hold
73
– – 0.02% 205
2026
Q1 		$14.4K Hold
73
– – 0.02% 194
2025
Q4 		$13.6K Hold
73
– – 0.02% 218
2025
Q3 		$13K Sell
73
-21
-22% -$3.45K 0.02% 200
2025
Q2 		$14.5K Hold
94
– – 0.02% 192
2025
Q1 		$14.4K Hold
94
– – 0.03% 232
2024
Q4 		$11.8K Buy
+94
New +$12.3K 0.02% 213

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

Mowery & Schoenfeld Wealth Management's WELL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Welltower (WELL) position steady in Q2 2026 at 73 shares worth $16.6K. The position accounts for 0.02% of the portfolio, ranked #205.

Mowery & Schoenfeld Wealth Management first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 73 shares of Welltower worth $16.6K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.