Position in XWEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$100
-$11 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 23 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XWEL Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $1,074,683 across 10 Diagnostics & Research names. XWEL ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,490 | $747,026 | |
| 2 | DHR |
Danaher Corp /De/
|
897 | $170,860 | |
| 3 | DGX |
Quest Diagnostics Inc
|
248 | $52,563 | |
| 4 | ICLR |
Icon PLC
|
170 | $29,530 | |
| 5 | GRAL |
GRAIL, Inc.
|
350 | $23,894 | |
| 6 | LH |
Labcorp Holdings Inc.
|
66 | $18,480 | |
| 7 | A |
Agilent Technologies, Inc.
|
132 | $17,533 | |
| 8 | NTRA |
Natera, Inc.
|
50 | $13,572 |
All Filings in XWEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100 | 97 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $111 | 97 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $44 | 97 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $96 | 97 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $89 | 97 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||