TWM
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Trueblood Wealth Management’s Welltower WELL Stock Holding History

Trueblood Wealth Management’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 		$1.93M Buy
8,513
+243
+3% +$51.4K 0.67% 40
2026
Q1 		$1.64M Sell
8,270
-28
-0.3% -$5.53K 0.64% 46
2025
Q4 		$1.54M Sell
8,298
-685
-8% -$128K 0.6% 52
2025
Q3 		$1.6M Buy
8,983
+6
+0.1% +$986 0.62% 43
2025
Q2 		$1.38M Sell
8,977
-72
-0.8% -$10.8K 0.58% 53
2025
Q1 		$1.39M Buy
9,049
+1
+0% +$142 0.64% 44
2024
Q4 		$1.14M Sell
9,048
-15
-0.2% -$1.97K 0.56% 52
2024
Q3 		$1.16M Buy
9,063
+1
+0% +$117 0.58% 50
2024
Q2 		$945K Buy
9,062
+1
+0% +$98 0.53% 56
2024
Q1 		$847K Buy
9,061
+109
+1% +$9.87K 0.48% 69
2023
Q4 		$807K Buy
+8,952
New +$777K 0.51% 62

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

Trueblood Wealth Management's WELL Position: Q2 2026 in Review

Trueblood Wealth Management increased its Welltower (WELL) stake by 2.9% in Q2 2026, buying an estimated $51.4K and bringing the position to 8,513 shares worth $1.93M. The position accounts for 0.67% of the portfolio, ranked #40.

Trueblood Wealth Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Trueblood Wealth Management held 8,513 shares of Welltower worth $1.93M as of Q2 2026.
  • Trueblood Wealth Management bought 243 Welltower shares in Q2 2026, an estimated $51.4K.
  • Welltower made up 0.67% of Trueblood Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Trueblood Wealth Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.