WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q2 2021
Top Holdings7,701 positions
MICROSOFT CORP | 49.2M | $13.3B | 2.9% | $132.84 | +95.34% | 8 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 80.2M | $11B | 2.4% | $54.92 | +142.87% | 8 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 33.8M | $7.7B | 1.7% | $157.88 | +36.16% | 8 qtrssince 2019-Q3 | Increased 53 |
ISHARES TR | 16.7M | $7.2B | 1.6% | $269.20 | +48.42% | 8 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 2M | $6.8B | 1.5% | $91.79 | +87.40% | 8 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 52.3M | $6B | 1.3% | $92.26 | +5.36% | 8 qtrssince 2019-Q3 | Increased 52 |
VANGUARD INDEX FDS | 24.2M | $5.7B | 1.3% | $35.82 | +53.45% | 8 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 73.8M | $4.9B | 1.1% | $46.93 | +23.43% | 8 qtrssince 2019-Q3 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 10M | $4.3B | 0.9% | $272.23 | +46.60% | 8 qtrssince 2019-Q3 | Increased 47 |
JPMORGAN CHASE & CO | 26.2M | $4.1B | 0.9% | $96.61 | +40.55% | 8 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 1.6M | $3.9B | 0.9% | $60.39 | +100.27% | 8 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 38.5M | $3.8B | 0.8% | $62.54 | +47.03% | 8 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 1.5M | $3.7B | 0.8% | $61.58 | +101.60% | 8 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 21.1M | $3.5B | 0.8% | $108.00 | +31.87% | 8 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 9.7M | $3.4B | 0.7% | $186.25 | +84.92% | 8 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 62.9M | $3.2B | 0.7% | $33.55 | +31.18% | 8 qtrssince 2019-Q3 | Increased 45 |
VANGUARD INTL EQUITY INDEX F | 59.5M | $3.2B | 0.7% | $33.84 | +37.07% | 8 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 11.7M | $3.2B | 0.7% | $34.90 | +42.88% | 8 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 38.9M | $3.1B | 0.7% | $50.12 | +47.10% | 8 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 7.7M | $3.1B | 0.7% | $207.01 | +76.11% | 8 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $456.3B across 7701 positions as of Q2 2021. Top holdings: MSFT (2.9%), AAPL (2.4%), IWM (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 375 new positions, 302 exits, 2586 increased. Top move: IEMG (INCREASED, conviction 54). Portfolio: $456.3B across 7701 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