SAI
HCWC

Savvy Advisors Inc’s Healthy Choice Wellness HCWC Stock Holding History

Savvy Advisors Inc’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4K Sell
46,004
-2,200
-5% -$632 ﹤0.01% 1137
2025
Q4 		$12.1K Sell
48,204
-10,900
-18% -$6.07K ﹤0.01% 1009
2025
Q3 		$44.9K Buy
59,104
+2,600
+5% +$1.23K ﹤0.01% 814
2025
Q2 		$22.8K Buy
+56,504
New +$23.3K ﹤0.01% 645

Other funds holding HCWC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Savvy Advisors Inc's HCWC Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Healthy Choice Wellness (HCWC) stake by 4.6% in Q1 2026, selling an estimated $632 and leaving 46,004 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Savvy Advisors Inc first reported a position in HCWC in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.9K in Q3 2025. 35 funds tracked by Wall St. Rank hold HCWC as of Q1 2026.

  • Savvy Advisors Inc held 46,004 shares of Healthy Choice Wellness worth $11.4K as of Q1 2026.
  • Savvy Advisors Inc sold 2,200 Healthy Choice Wellness shares in Q1 2026, an estimated $632.
  • Healthy Choice Wellness made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1137 holding.
  • Savvy Advisors Inc first reported a position in Healthy Choice Wellness in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Healthy Choice Wellness position peaked at $44.9K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.