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Seven Springs Wealth Group’s Welltower WELL Stock Holding History

Seven Springs Wealth Group’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 		$232K Hold
1,024
– – 0.05% 81
2026
Q1 		$202K Buy
+1,024
New +$202K 0.05% 81
2020
Q1 		– Sell
-1,823
Closed -$149K – 207
2019
Q4 		$149K Buy
+1,823
New +$156K 0.1% 60

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Seven Springs Wealth Group's WELL Position: Q2 2026 in Review

Seven Springs Wealth Group held its Welltower (WELL) position steady in Q2 2026 at 1,024 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #81.

Seven Springs Wealth Group first reported a position in WELL in Q4 2019 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Seven Springs Wealth Group held 1,024 shares of Welltower worth $232K as of Q2 2026.
  • Seven Springs Wealth Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.05% of Seven Springs Wealth Group's portfolio in Q2 2026, its #81 holding.
  • Seven Springs Wealth Group first reported a position in Welltower in Q4 2019 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.