WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2026
Top Holdings7,180 positions
APPLE INC | 58.7M | $14.9B | 2.8% | $70.00 | +261.90% | 27 qtrssince 2019-Q3 | Increased 55 |
ISHARES TR | 19.6M | $12.8B | 2.4% | $345.88 | +87.81% | 27 qtrssince 2019-Q3 | Increased 57 |
MICROSOFT CORP | 33.3M | $12.3B | 2.3% | $157.82 | +133.61% | 27 qtrssince 2019-Q3 | Increased 55 |
NVIDIA CORPORATION | 57M | $9.9B | 1.9% | $40.28 | +332.02% | 27 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 66M | $9.4B | 1.8% | $86.94 | +62.95% | 27 qtrssince 2019-Q3 | Increased 52 |
ALPHABET INC | 27.8M | $8B | 1.5% | $120.49 | +138.36% | 27 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 27.8M | $8B | 1.5% | $46.20 | +54.90% | 27 qtrssince 2019-Q3 | Increased 52 |
BROADCOM INC | 25.7M | $7.9B | 1.5% | $90.42 | +241.15% | 27 qtrssince 2019-Q3 | Increased 54 |
ISHARES TR | 85.2M | $7.7B | 1.5% | $64.76 | +37.54% | 27 qtrssince 2019-Q3 | Increased 54 |
AMAZON COM INC | 35M | $7.3B | 1.4% | $127.08 | +63.89% | 27 qtrssince 2019-Q3 | Increased 55 |
JPMORGAN CHASE & CO | 23M | $6.8B | 1.3% | $98.60 | +194.01% | 27 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 63.7M | $6.3B | 1.2% | $92.21 | +5.11% | 27 qtrssince 2019-Q3 | Increased 53 |
STATE STR SPDR S&P 500 ETF T | 9.4M | $6.1B | 1.2% | $585.74 | +10.47% | 27 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 87.4M | $6.1B | 1.1% | $55.70 | +24.22% | 27 qtrssince 2019-Q3 | Increased 57 |
META PLATFORMS INC | 9.7M | $5.5B | 1.0% | $400.50 | +42.61% | 27 qtrssince 2019-Q3 | Increased 52 |
ALPHABET INC | 18M | $5.2B | 1.0% | $76.26 | +275.67% | 27 qtrssince 2019-Q3 | Increased 46 |
ISHARES TR | 42.8M | $4.2B | 0.8% | $61.38 | +57.51% | 27 qtrssince 2019-Q3 | Increased 46 |
JOHNSON & JOHNSON | 16.9M | $4.1B | 0.8% | $114.35 | +111.50% | 27 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 4.4M | $4.1B | 0.8% | $435.70 | +110.44% | 27 qtrssince 2019-Q3 | Increased 46 |
VANGUARD TAX-MANAGED FDS | 61.4M | $3.9B | 0.7% | $36.35 | +74.94% | 27 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $530.3B across 7180 positions as of Q1 2026. Top holdings: AAPL (2.8%), IVV (2.4%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 335 new positions, 286 exits, 2306 increased. Top move: IVV (INCREASED, conviction 57). Portfolio: $530.3B across 7180 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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