SS
XWEL icon

SBI Securities’s XWELL XWEL Stock Holding History

SBI Securities’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
2026
Q2 		$16 Hold
15
– – ﹤0.01% 3882
2026
Q1 		$17 Hold
15
– – ﹤0.01% 3788
2025
Q4 		$7 Hold
15
– – ﹤0.01% 3911
2025
Q3 		$15 Hold
15
– – ﹤0.01% 3970
2025
Q2 		$14 Hold
15
– – ﹤0.01% 3968
2025
Q1 		$15 Hold
15
– – ﹤0.01% 3908
2024
Q4 		$23 Buy
+15
New +$24 ﹤0.01% 3810

Other funds holding XWEL

WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities's XWEL Position: Q2 2026 in Review

SBI Securities held its XWELL (XWEL) position steady in Q2 2026 at 15 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #3882.

SBI Securities first reported a position in XWEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $23 in Q4 2024. 19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

  • SBI Securities held 15 shares of XWELL worth $16 as of Q2 2026.
  • SBI Securities left its XWELL share count unchanged in Q2 2026.
  • XWELL made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3882 holding.
  • SBI Securities first reported a position in XWELL in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's XWELL position peaked at $23 in Q4 2024.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.