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Stonebridge Financial Group, LLC/CA’s Welltower WELL Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$235K Buy
+1,038
New +$219K 0.03% 265

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's WELL Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Welltower (WELL) in Q2 2026: 1,038 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings.

1,332 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 1,038 shares of Welltower worth $235K as of Q2 2026.
  • Welltower was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Welltower made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #265 holding.
  • 1,332 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.