Onyx Bridge Wealth Group
WELL icon

Onyx Bridge Wealth Group’s Welltower WELL Stock Holding History

Onyx Bridge Wealth Group’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
Q3 		$348K Sell
1,512
-33
-2% -$7.8K 0.03% 292
2026
Q2 		$351K Sell
1,545
-2
-0.1% -$423 0.03% 289
2026
Q1 		$306K Buy
1,547
+34
+2% +$6.72K 0.03% 288
2025
Q4 		$281K Sell
1,513
-2
-0.1% -$374 0.03% 294
2025
Q3 		$270K Buy
1,515
+56
+4% +$9.2K 0.03% 292
2025
Q2 		$224K Sell
1,459
-26
-2% -$3.88K 0.03% 266
2025
Q1 		$228K Buy
+1,485
New +$212K 0.03% 248

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Onyx Bridge Wealth Group's WELL Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Welltower (WELL) stake by 2.1% in Q3 2026, selling an estimated $7.8K and leaving 1,512 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #292.

Onyx Bridge Wealth Group first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. The position peaked at $351K in Q2 2026. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Onyx Bridge Wealth Group held 1,512 shares of Welltower worth $348K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 33 Welltower shares in Q3 2026, an estimated $7.8K.
  • Welltower made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #292 holding.
  • Onyx Bridge Wealth Group first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • Onyx Bridge Wealth Group's Welltower position peaked at $351K in Q2 2026.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.