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Strategic Wealth Partners’s XWELL XWEL Stock Holding History

Strategic Wealth Partners’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 		$101 Hold
97
– – ﹤0.01% 1388
2026
Q1 		$112 Hold
97
– – ﹤0.01% 1402
2025
Q4 		$45 Hold
97
– – ﹤0.01% 1413
2025
Q3 		$96 Hold
97
– – ﹤0.01% 1280
2025
Q2 		$89 Buy
+97
New +$85 ﹤0.01% 1110

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

Strategic Wealth Partners's XWEL Position: Q2 2026 in Review

Strategic Wealth Partners held its XWELL (XWEL) position steady in Q2 2026 at 97 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Strategic Wealth Partners first reported a position in XWEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $112 in Q1 2026. 19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

  • Strategic Wealth Partners held 97 shares of XWELL worth $101 as of Q2 2026.
  • Strategic Wealth Partners left its XWELL share count unchanged in Q2 2026.
  • XWELL made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1388 holding.
  • Strategic Wealth Partners first reported a position in XWELL in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's XWELL position peaked at $112 in Q1 2026.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.