Raymond James Financial
XWEL icon

Raymond James Financial’s XWELL XWEL Stock Holding History

Raymond James Financial’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-44
Closed -$41 – 6830
2025
Q2 		$41 Buy
+44
New +$39 ﹤0.01% 6897

Other funds holding XWEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial's XWEL Position: Q3 2025 in Review

Raymond James Financial sold out of XWELL (XWEL) in Q3 2025, closing a stake of 44 shares — an estimated $41 sold.

Raymond James Financial first reported a position in XWEL in Q2 2025 and held it in 1 quarter. The position peaked at $41 in Q2 2025. 18 funds tracked by Wall St. Rank hold XWEL as of Q3 2025.

  • Raymond James Financial reported no remaining XWELL position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 44 XWELL shares in Q3 2025, an estimated $41.
  • Raymond James Financial first reported a position in XWELL in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's XWELL position peaked at $41 in Q2 2025.
  • 18 funds tracked by Wall St. Rank held XWELL as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.