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Wellspring Financial Advisors’s DarioHealth DRIO Stock Holding History

Wellspring Financial Advisors’s Portfolio DRIO Stock Details DRIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,500
Closed -$30.6K – 182
2025
Q1 		$30.6K Buy
+2,500
New +$35.3K ﹤0.01% 139

Other funds holding DRIO

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 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 $1.61T AUM 30.72% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellspring Financial Advisors's DRIO Position: Q2 2025 in Review

Wellspring Financial Advisors sold out of DarioHealth (DRIO) in Q2 2025, closing a stake of 2,500 shares — an estimated $30.6K sold.

Wellspring Financial Advisors first reported a position in DRIO in Q1 2025 and held it in 1 quarter. The position peaked at $30.6K in Q1 2025. 39 funds tracked by Wall St. Rank hold DRIO as of Q2 2025.

  • Wellspring Financial Advisors reported no remaining DarioHealth position as of Q2 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,500 DarioHealth shares in Q2 2025, an estimated $30.6K.
  • Wellspring Financial Advisors first reported a position in DarioHealth in Q1 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's DarioHealth position peaked at $30.6K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held DarioHealth as of Q2 2025.

Based on Wellspring Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.