WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2025
Top Holdings7,040 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 57.4M | $12.8B | 2.9% | $169.88 | +29.96% | 7 qtrssince 2023-Q3 | Decreased 0 |
MICROSOFT CORP | 32.8M | $12.3B | 2.8% | $311.47 | +19.13% | 7 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 17.8M | $10B | 2.3% | $436.58 | +26.61% | 7 qtrssince 2023-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 13.6M | $7.6B | 1.7% | $462.62 | +19.07% | 7 qtrssince 2023-Q3 | Increased 53 |
ISHARES CORE S&P TOTAL U.S. | 58.6M | $7.1B | 1.6% | $97.05 | +23.94% | 7 qtrssince 2023-Q3 | Increased 53 |
NVIDIA CORP | 59.8M | $6.5B | 1.5% | $115.30 | -4.90% | 7 qtrssince 2023-Q3 | Increased 57 |
VANGUARD MID-CAP ETF | 24M | $6.2B | 1.4% | $50.85 | +24.84% | 7 qtrssince 2023-Q3 | Increased 54 |
JPMORGAN CHASE & CO | 24M | $5.9B | 1.3% | $137.26 | +73.38% | 7 qtrssince 2023-Q3 | Decreased 0 |
AMAZON.COM INC | 30M | $5.7B | 1.3% | $136.27 | +41.42% | 7 qtrssince 2023-Q3 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 71.6M | $5.4B | 1.2% | $62.10 | +18.56% | 7 qtrssince 2023-Q3 | Increased 55 |
ISHARES TR | 53.9M | $5.3B | 1.2% | $84.89 | +10.17% | 7 qtrssince 2023-Q3 | Increased 50 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 10.4M | $4.9B | 1.1% | $401.62 | +16.35% | 7 qtrssince 2023-Q3 | Increased 67 |
META PLATFORMS INC-CLASS A | 7.5M | $4.3B | 1.0% | $388.05 | +48.29% | 7 qtrssince 2023-Q3 | Increased 57 |
BROADCOM INC | 24.1M | $4B | 0.9% | $163.44 | +1.46% | 7 qtrssince 2023-Q3 | Increased 45 |
UNITEDHEALTH GROUP INC | 6.4M | $3.4B | 0.8% | $483.16 | +4.68% | 7 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 65.3M | $3.3B | 0.8% | $40.75 | +22.07% | 7 qtrssince 2023-Q3 | Increased 45 |
GOLDMAN ACTIVEBETA US LC ETF | 29.9M | $3.3B | 0.7% | $84.03 | +29.15% | 7 qtrssince 2023-Q3 | Increased 45 |
ISHARES RUSSELL MIDCAP INDEX FUND | 38.3M | $3.3B | 0.7% | $69.40 | +20.69% | 7 qtrssince 2023-Q3 | Increased 50 |
ISHARES RUSSELL 2000 ETF ETF | 15.2M | $3B | 0.7% | $179.45 | +10.71% | 7 qtrssince 2023-Q3 | Decreased 0 |
CHEVRON CORP | 18M | $3B | 0.7% | $150.78 | +5.41% | 7 qtrssince 2023-Q3 | Increased 45 |
WELLS FARGO & COMPANY/MN manages $440.3B across 7040 positions as of Q1 2025. Top holdings: AAPL (2.9%), MSFT (2.8%), IVV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 245 new positions, 232 exits, 3412 increased. Top move: QQQ (INCREASED, conviction 67). Portfolio: $440.3B across 7040 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