Wells Fargo
XWEL icon

Wells Fargo’s XWELL XWEL Stock Holding History

Wells Fargo’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
2025
Q3 		– Sell
-5
Closed -$5 – 7443
2025
Q2 		$5 Buy
5
+3
+150% +$3 ﹤0.01% 6999
2025
Q1 		$2 Buy
+2
New +$2 ﹤0.01% 6972
2024
Q2 		– Sell
-33
Closed -$56 – 7547
2024
Q1 		$56 Buy
33
+1
+3% +$2 ﹤0.01% 6799
2023
Q4 		$56 Buy
32
+2
+7% +$4 ﹤0.01% 6911
2023
Q3 		$68 Sell
30
-6
-17% -$26 ﹤0.01% 6852
2023
Q2 		$146 Buy
36
+1
+3% +$5 ﹤0.01% 6784
2023
Q1 		$253 Buy
35
+3
+9% +$25 ﹤0.01% 6710
2022
Q4 		$233 Sell
32
-625
-95% -$6.92K ﹤0.01% 6581
2022
Q3 		$10K Hold
657
– – ﹤0.01% 5693
2022
Q2 		$9K Sell
657
-1
-0.2% -$18 ﹤0.01% 5811
2022
Q1 		$15K Sell
658
-125
-16% -$3.35K ﹤0.01% 6135
2021
Q4 		$31K Buy
783
+1
+0.1% +$32 ﹤0.01% 6181
2021
Q3 		$23K Sell
782
-2
-0.3% -$64 ﹤0.01% 5934
2021
Q2 		$24K Buy
784
+3
+0.4% +$86 ﹤0.01% 5836
2021
Q1 		$29K Sell
781
-4,304
-85% -$165K ﹤0.01% 6048
2020
Q4 		$121K Buy
5,085
+5,068
+29,812% +$179K ﹤0.01% 5285
2020
Q3 		$1K Sell
17
-35
-67% -$2.05K ﹤0.01% 6238
2020
Q2 		$4K Buy
52
+51
+5,100% +$2.68K ﹤0.01% 6030
2020
Q1 		$0 Buy
+1
New +$38 ﹤0.01% 6902
2019
Q1 		– Hold
0
– – – 6520
2018
Q4 		– Hold
0
– – – 6651
2018
Q3 		– Hold
0
– – – 6616
2017
Q1 		– Hold
0
– -$1K – 6547
2016
Q4 		– Hold
0
– – – 6185
2016
Q3 		– Hold
0
– – – 6127

Other funds holding XWEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo's XWEL Position: Q3 2025 in Review

Wells Fargo sold out of XWELL (XWEL) in Q3 2025, closing a stake of 5 shares — an estimated $5 sold.

Wells Fargo first reported a position in XWEL in Q1 2020 and held it in 19 quarters. The position peaked at $121K in Q4 2020. 18 funds tracked by Wall St. Rank hold XWEL as of Q3 2025.

  • Wells Fargo reported no remaining XWELL position as of Q3 2025 after selling out during the quarter.
  • Wells Fargo sold 5 XWELL shares in Q3 2025, an estimated $5.
  • Wells Fargo first reported a position in XWELL in Q1 2020 and held it in 19 quarters.
  • Wells Fargo's XWELL position peaked at $121K in Q4 2020.
  • 18 funds tracked by Wall St. Rank held XWELL as of Q3 2025.

Based on Wells Fargo's 13F filing for Q3 2025, filed 13 Nov 2025.