XWEL — XWELL INC
As of Q2 2026, 5 SEC-registered investment managers reported holding XWEL (XWELL INC) in their latest 13F filings, with a combined reported value of $274.55K across 263.97K shares. That is +41.9% by share count (+77.91K shares) versus the previous quarter, while reported value moved +28.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
XWEL is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 117.02K | $121.70K | 0.00% | New |
| BlackRock Inc history | 81.99K | $85.27K | 0.00% | Hold |
| Geode Capital Management history | 56.07K | $58.33K | 0.00% | Reduce |
| Citigroup Inc history | 6.19K | $6.44K | 0.00% | Add |
| Morgan Stanley history | 2.70K | $2.81K | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 81.99K | $94.29K | 0.00% | Reduce |
| Geode Capital Management history | 67.52K | $77.67K | 0.00% | Add |
| Morgan Stanley history | 21.89K | $25.17K | 0.00% | Add |
| UBS Group AG history | 12.09K | $13.90K | 0.00% | Add |
| Citigroup Inc history | 2.58K | $2.96K | 0.00% | Reduce |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 82.69K | $38.10K | 0.00% | Hold |
| Vanguard Group history | 77.07K | $35.91K | 0.00% | Hold |
| Geode Capital Management history | 45.61K | $21.24K | 0.00% | Reduce |
| Citadel Advisors history | 22.09K | $10.28K | 0.00% | New |
| Citigroup Inc history | 8.13K | $3.79K | 0.00% | Add |
| Morgan Stanley history | 2.70K | $1.25K | 0.00% | Reduce |
| Bank of America Corp history | 58 | $27 | 0.00% | Hold |
| UBS Group AG history | 19 | $9 | 0.00% | Add |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 82.69K | $81.87K | 0.00% | Hold |
| Vanguard Group history | 77.07K | $75.53K | 0.00% | Hold |
| Geode Capital Management history | 46.93K | $46.02K | 0.00% | Hold |
| Morgan Stanley history | 3.48K | $3.44K | 0.00% | Hold |
| Bank of America Corp history | 58 | $58 | 0.00% | Reduce |
| Citigroup Inc history | 12 | $12 | 0.00% | New |
| UBS Group AG history | 1 | $1 | 0.00% | New |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 82.69K | $76.27K | 0.00% | Hold |
| Vanguard Group history | 77.07K | $73.22K | 0.00% | Hold |
| Geode Capital Management history | 46.93K | $44.60K | 0.00% | Reduce |
| Morgan Stanley history | 3.48K | $3.21K | 0.00% | Reduce |
| Bank of America Corp history | 64 | $59 | 0.00% | Add |
| Wells Fargo & Co history | 5 | $5 | 0.00% | Add |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 82.69K | $84.35K | 0.00% | Hold |
| Vanguard Group history | 77.07K | $78.61K | 0.00% | Hold |
| Geode Capital Management history | 48.42K | $49.41K | 0.00% | Reduce |
| Morgan Stanley history | 4.97K | $5.07K | 0.00% | Reduce |
| UBS Group AG history | 3.10K | $3.16K | 0.00% | Reduce |
| Bank of America Corp history | 57 | $58 | 0.00% | Add |
| Wells Fargo & Co history | 2 | $2 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 117.02K sh · $121.70K
Fully Exited (vs previous quarter)
- UBS Group AG sold 12.09K sh · $13.90K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 117.02K | — | 22.09K | — | — | — | — | — | — | — | 17.61K | 13.73K | 237.10K | 244.10K | 474.32K | 519.10K | 497.10K | 632.97K | 652.43K | 702.88K |
| BlackRock Inc | 81.99K | 81.99K | 82.69K | 82.69K | 82.69K | 82.69K | 82.69K | 82.69K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 56.07K | 67.52K | 45.61K | 46.93K | 46.93K | 48.42K | 53.56K | 53.56K | 46.39K | 48.52K | 48.52K | 48.52K | 983.47K | 1.04M | 1.04M | 1.04M | 1.10M | 1.09M | 1.01M | 998.81K |
| Citigroup Inc | 6.19K | 2.58K | 8.13K | 12 | — | — | — | — | — | 77 | — | — | — | — | — | — | — | 549 | — | — |
| Morgan Stanley | 2.70K | 21.89K | 2.70K | 3.48K | 3.48K | 4.97K | 80.06K | 133.89K | 2.33K | 2.76K | 2.75K | 2.75K | 57.33K | 57.33K | 54.34K | 65.66K | 66.74K | 77.42K | 49.15K | 98.67K |
| Bank of America Corp | — | — | 58 | 58 | 64 | 57 | 55 | 104 | 46 | 12 | 70 | 12 | — | 8 | 196 | 8 | 8 | 8 | 208 | 1.37K |
| UBS Group AG | — | 12.09K | 19 | 1 | — | 3.10K | 3.41K | 1.23K | 9.79K | 483 | 1.41K | — | 19.81K | 23.43K | — | 18.40K | 1.00K | 6.72K | 17.80K | 1.00K |
| Vanguard Group | — | — | 77.07K | 77.07K | 77.07K | 77.07K | 77.07K | 77.07K | 77.07K | 110.13K | 183.50K | 236.91K | 4.86M | 4.86M | 4.86M | 4.86M | 5.10M | 5.18M | 4.63M | 4.67M |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 3 | — | — | 4 | 4 | 2.79K | 15.30K | 18.61K | — | 50 | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | 15 | — | — | — | — | 5 | — | — | — | — | 3.48K | — | — | 148.49K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 226.11K | 270.01K | 114.57K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | 71.30K | 67.70K | 66.10K | 62.80K | 46.90K | 84.43K | — | 69.60K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | 20.57K | 20.58K | 21.28K | 138.24K | 755.33K | 1.25M | 1.89M | 799.27K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 77.31K | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | 66.93K | 89.91K | 89.91K | 90.08K | 90.08K | 92.25K | 92.25K | 92.25K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 73.64K | 366.64K | 12.35K |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.77K | 58.94K | 109.26K | 75.73K | 648.26K | 723.39K | 1.05M |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | 173.84K | 173.84K | 173.84K | 173.84K | 173.84K | 179.31K | 179.31K | 179.31K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.31K | 5.31K | 5.31K | 5.31K | 5.31K | 33 |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 36.29K | 36.29K | 36.29K | 36.29K | 36.29K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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