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Welch Capital Partners’s P3 Health Partners PIII Stock Holding History

Welch Capital Partners’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,800
Closed -$15K – 24
2025
Q1 		$15K Hold
1,800
– – ﹤0.01% 23
2024
Q4 		$20K Hold
1,800
– – ﹤0.01% 21
2024
Q3 		$35K Buy
+1,800
New +$47.1K 0.01% 25
2024
Q2 		– Sell
-2,006
Closed -$103K – 23
2024
Q1 		$103K Buy
2,006
+1,406
+234% +$78.1K 0.03% 21
2023
Q4 		$42K Buy
+600
New +$41.4K 0.01% 20

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TFA
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Geode Capital Management
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UBS Group
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Welch Capital Partners's PIII Position: Q2 2025 in Review

Welch Capital Partners sold out of P3 Health Partners (PIII) in Q2 2025, closing a stake of 1,800 shares — an estimated $15K sold.

Welch Capital Partners first reported a position in PIII in Q4 2023 and held it in 5 quarters. The position peaked at $103K in Q1 2024. 16 funds tracked by Wall St. Rank hold PIII as of Q2 2025.

  • Welch Capital Partners reported no remaining P3 Health Partners position as of Q2 2025 after selling out during the quarter.
  • Welch Capital Partners sold 1,800 P3 Health Partners shares in Q2 2025, an estimated $15K.
  • Welch Capital Partners first reported a position in P3 Health Partners in Q4 2023 and held it in 5 quarters.
  • Welch Capital Partners's P3 Health Partners position peaked at $103K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2025.

Based on Welch Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.