Stonebridge Financial Group (Pennsylvania)’s Welltower WELL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$801K	Buy	3,527 +22	+0.6%	+$4.65K	0.06%	140
2026 Q1	$693K	Buy	3,505 +8	+0.2%	+$1.58K	0.06%	142
2025 Q4	$649K	Buy	3,497 +23	+0.7%	+$4.3K	0.06%	140
2025 Q3	$619K	Buy	3,474 +5	+0.1%	+$822	0.05%	142
2025 Q2	$533K	Buy	3,469 +12	+0.3%	+$1.79K	0.05%	147
2025 Q1	$530K	Buy	3,457 +5	+0.1%	+$712	0.06%	142
2024 Q4	$435K	Buy	+3,452	New	+$453K	0.05%	158

Other funds holding WELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WELL Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Welltower (WELL) stake by 0.63% in Q2 2026, buying an estimated $4.65K and bringing the position to 3,527 shares worth $801K. The position accounts for 0.06% of the portfolio, ranked #140.

Stonebridge Financial Group (Pennsylvania) first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,342 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 3,527 shares of Welltower worth $801K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 22 Welltower shares in Q2 2026, an estimated $4.65K.
Welltower made up 0.06% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #140 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
1,342 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.