Q1WB
WELL icon

Quest 10 Wealth Builders’s Welltower WELL Stock Holding History

Quest 10 Wealth Builders’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 		$41.8K Hold
184
– – 0.03% 239
2026
Q1 		$36.5K Hold
184
– – 0.03% 251
2025
Q4 		$34.2K Sell
184
-2
-1% -$374 0.03% 237
2025
Q3 		$33.1K Hold
186
– – 0.03% 210
2025
Q2 		$28.5K Hold
186
– – 0.03% 237
2025
Q1 		$28.4K Buy
186
+4
+2% +$570 0.03% 228
2024
Q4 		$23K Buy
+182
New +$23.9K 0.02% 285

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

Quest 10 Wealth Builders's WELL Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Welltower (WELL) position steady in Q2 2026 at 184 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #239.

Quest 10 Wealth Builders 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.

  • Quest 10 Wealth Builders held 184 shares of Welltower worth $41.8K as of Q2 2026.
  • Quest 10 Wealth Builders left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.03% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #239 holding.
  • Quest 10 Wealth Builders 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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.