Position in XWEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$109,306
New position
Shares Held
105,102
first reported quarter
Ownership
1.22%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 23 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Wealthspire Advisors, LLC holds $14,238,925 across 10 Diagnostics & Research names. XWEL ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
6,737 | $3,377,662 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
4,941 | $2,601,140 | |
| 3 | DHR |
Danaher Corp /De/
|
12,506 | $2,382,142 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
1,565 | $1,999,303 | |
| 5 | NTRA |
Natera, Inc.
|
5,786 | $1,570,609 | |
| 6 | LH |
Labcorp Holdings Inc.
|
3,178 | $889,840 | |
| 7 | GH |
Guardant Health, Inc.
|
3,636 | $545,509 | |
| 8 | WAT |
Waters Corp /De/
|
1,020 | $382,540 |
All Filings in XWEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,306 | 105,102 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||