Richard W. Paul & Associates’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Richard W. Paul & Associates’s Portfolio HEAL Stock Details HEAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381	Hold	16	–	–	﹤0.01%	294
2025 Q4	$467	Sell	16 -24	-60%	-$749	﹤0.01%	288
2025 Q3	$1.28K	Sell	40 -42	-51%	-$1.33K	﹤0.01%	297
2025 Q2	$2.68K	Buy	82 +6	+8%	+$181	﹤0.01%	285
2025 Q1	$2.15K	Sell	76 -24	-24%	-$753	﹤0.01%	286
2024 Q4	$2.95K	Sell	100 -18	-15%	-$536	﹤0.01%	391
2024 Q3	$3.54K	Hold	118	–	–	﹤0.01%	375
2024 Q2	$3.09K	Sell	118 -49	-29%	-$1.33K	﹤0.01%	382
2024 Q1	$4.76K	Sell	167 -108	-39%	-$3.08K	﹤0.01%	359
2023 Q4	$8.34K	Sell	275 -13	-5%	-$349	﹤0.01%	317
2023 Q3	$7.92K	Buy	288 +15	+5%	+$480	﹤0.01%	308
2023 Q2	$9.54K	Buy	273 +7	+3%	+$243	﹤0.01%	320
2023 Q1	$9.36K	Sell	266 -2	-0.7%	-$72	﹤0.01%	327
2022 Q4	$9.3K	Buy	+268	New	+$9.43K	﹤0.01%	326

Other funds holding HEAL

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richard W. Paul & Associates's HEAL Position: Q1 2026 in Review

Richard W. Paul & Associates held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q1 2026 at 16 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Richard W. Paul & Associates first reported a position in HEAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.54K in Q2 2023. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

Richard W. Paul & Associates held 16 shares of Global X Funds Global X HealthTech ETF worth $381 as of Q1 2026.
Richard W. Paul & Associates left its Global X Funds Global X HealthTech ETF share count unchanged in Q1 2026.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q1 2026, its #294 holding.
Richard W. Paul & Associates first reported a position in Global X Funds Global X HealthTech ETF in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's Global X Funds Global X HealthTech ETF position peaked at $9.54K in Q2 2023.
30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.