UOC
WEL

UBS O'Connor’s Integrated Wellness Acquisition Corp WEL Stock Holding History

UBS O'Connor’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-121,140
Closed -$1.43M – 605
2024
Q3 		$1.43M Sell
121,140
-3,914
-3% -$45.8K 0.04% 231
2024
Q2 		$1.45M Hold
125,054
– – 0.04% 241
2024
Q1 		$1.42M Hold
125,054
– – 0.04% 239
2023
Q4 		$1.4M Sell
125,054
-56,209
-31% -$622K 0.04% 229
2023
Q3 		$1.99M Hold
181,263
– – 0.04% 244
2023
Q2 		$1.94M Sell
181,263
-4,086
-2% -$43.5K 0.04% 297
2023
Q1 		$1.92M Hold
185,349
– – 0.05% 321
2022
Q4 		$1.91M Sell
185,349
-1,814
-1% -$18.5K 0.04% 474
2022
Q3 		$1.89M Sell
187,163
-18,737
-9% -$188K 0.02% 641
2022
Q2 		$2.05M Hold
205,900
– – 0.02% 644
2022
Q1 		$2.05M Buy
+205,900
New +$2.04M 0.02% 594

Other funds holding WEL

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return

UBS O'Connor's WEL Position: Q4 2024 in Review

UBS O'Connor sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 121,140 shares — an estimated $1.43M sold.

UBS O'Connor first reported a position in WEL in Q1 2022 and held it in 11 quarters. The position peaked at $2.05M in Q2 2022. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • UBS O'Connor reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 121,140 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $1.43M.
  • UBS O'Connor first reported a position in Integrated Wellness Acquisition Corp in Q1 2022 and held it in 11 quarters.
  • UBS O'Connor's Integrated Wellness Acquisition Corp position peaked at $2.05M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.