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Steward Partners Investment Advisory’s XWELL XWEL Stock Holding History

Steward Partners Investment Advisory’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 		$3 Buy
+3
New +$4 ﹤0.01% 4646

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

Steward Partners Investment Advisory's XWEL Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in XWELL (XWEL) in Q2 2026: 3 shares worth $3. The stake represents ﹤0.01% of the portfolio and ranks #4646 among its holdings.

19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

  • Steward Partners Investment Advisory held 3 shares of XWELL worth $3 as of Q2 2026.
  • XWELL was a new Steward Partners Investment Advisory position in Q2 2026.
  • XWELL made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4646 holding.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.