WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2022
Top Holdings7,969 positions
MICROSOFT CORP | 41.6M | $12.8B | 3.3% | $140.39 | +111.58% | 11 qtrssince 2019-Q3 | Increased 61 |
APPLE INC | 71.4M | $12.5B | 3.2% | $54.92 | +210.94% | 11 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 17.2M | $7.8B | 2.0% | $273.39 | +55.82% | 11 qtrssince 2019-Q3 | Increased 51 |
VANGUARD INDEX FDS | 28.4M | $6.8B | 1.7% | $40.21 | +38.27% | 11 qtrssince 2019-Q3 | Increased 55 |
ISHARES TR | 50.9M | $5.5B | 1.4% | $92.21 | -0.85% | 11 qtrssince 2019-Q3 | Increased 54 |
ISHARES TR | 25.2M | $5.2B | 1.3% | $157.88 | +22.84% | 11 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 51M | $5.2B | 1.3% | $70.19 | +35.28% | 11 qtrssince 2019-Q3 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 11.3M | $5.1B | 1.3% | $315.07 | +34.96% | 11 qtrssince 2019-Q3 | Increased 58 |
AMAZON COM INC | 1.5M | $4.9B | 1.2% | $94.81 | +71.92% | 11 qtrssince 2019-Q3 | Increased 52 |
UNITEDHEALTH GROUP INC | 8.2M | $4.2B | 1.1% | $230.07 | +103.77% | 11 qtrssince 2019-Q3 | Increased 54 |
ISHARES INC | 68.4M | $3.8B | 1.0% | $47.47 | +3.47% | 11 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 20.9M | $3.7B | 1.0% | $110.43 | +41.39% | 11 qtrssince 2019-Q3 | Increased 47 |
JPMORGAN CHASE & CO | 26.7M | $3.6B | 0.9% | $97.97 | +23.64% | 11 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 1.2M | $3.4B | 0.9% | $64.05 | +115.99% | 11 qtrssince 2019-Q3 | Increased 46 |
VANGUARD TAX-MANAGED FDS | 68.2M | $3.3B | 0.8% | $34.67 | +20.82% | 11 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 1.1M | $3.1B | 0.8% | $62.79 | +119.40% | 11 qtrssince 2019-Q3 | Increased 46 |
ISHARES TR | 38.8M | $3B | 0.8% | $52.81 | +38.76% | 11 qtrssince 2019-Q3 | Increased 49 |
ISHARES TR | 11.2M | $3B | 0.8% | $35.00 | +43.74% | 11 qtrssince 2019-Q3 | Increased 45 |
STATE STR SPDR S&P 500 ETF T | 6.1M | $2.8B | 0.7% | — | — | — | New — |
GOLDMAN SACHS ETF TR | 31.1M | $2.8B | 0.7% | $60.28 | +39.37% | 11 qtrssince 2019-Q3 | Increased 48 |
WELLS FARGO & COMPANY/MN manages $389.9B across 7969 positions as of Q1 2022. Top holdings: MSFT (3.3%), AAPL (3.2%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 267 new positions, 237 exits, 3052 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $389.9B across 7969 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR