Sax Wealth Advisors’s Welltower WELL Stock Holding History

Sax Wealth Advisors’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	$1.47M	Sell	7,417 -142	-2%	-$30K	0.06%	182
2026 Q1	$1.4M	Hold	7,559	–	–	0.07%	152
2025 Q4	$1.4M	Sell	7,559 -205	-3%	-$38.3K	0.07%	155
2025 Q3	$1.38M	Buy	7,764 +16	+0.2%	+$2.63K	0.07%	144
2025 Q2	$1.19M	Buy	7,748 +29	+0.4%	+$4.33K	0.07%	153
2025 Q1	$1.18M	Buy	+7,719	New	+$1.1M	0.08%	126

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sax Wealth Advisors's WELL Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Welltower (WELL) stake by 1.9% in Q2 2026, selling an estimated $30K and leaving 7,417 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #182.

Sax Wealth Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Sax Wealth Advisors held 7,417 shares of Welltower worth $1.47M as of Q2 2026.
Sax Wealth Advisors sold 142 Welltower shares in Q2 2026, an estimated $30K.
Welltower made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #182 holding.
Sax Wealth Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.