WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q2 2022
Top Holdings7,869 positions
MICROSOFT CORP | 38.4M | $9.9B | 3.0% | $140.39 | +76.67% | 12 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 64.8M | $8.9B | 2.7% | $54.92 | +143.83% | 12 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 17.3M | $6.5B | 2.0% | $329.55 | +8.24% | 12 qtrssince 2019-Q3 | Increased 77 |
ISHARES TR | 16.4M | $6.2B | 1.9% | $273.39 | +30.62% | 12 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 29.5M | $5.8B | 1.8% | $40.42 | +14.27% | 12 qtrssince 2019-Q3 | Increased 52 |
ISHARES TR | 55.4M | $5.6B | 1.7% | $91.80 | -4.98% | 12 qtrssince 2019-Q3 | Increased 55 |
ISHARES TR | 50.5M | $4.2B | 1.3% | $70.19 | +12.62% | 12 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 7.8M | $4B | 1.2% | $230.07 | +105.97% | 12 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 20.1M | $3.6B | 1.1% | $110.43 | +42.52% | 12 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 21.1M | $3.6B | 1.1% | $157.88 | +1.61% | 12 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 62.4M | $3.1B | 0.9% | $47.47 | -7.56% | 12 qtrssince 2019-Q3 | Decreased 0 |
INVESCO QQQ TR | 10.6M | $3B | 0.9% | — | — | — | Increased — |
JPMORGAN CHASE & CO | 25.9M | $2.9B | 0.9% | $97.97 | +2.89% | 12 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 26.3M | $2.8B | 0.9% | $94.81 | +12.02% | 12 qtrssince 2019-Q3 | Increased 73 |
ISHARES TR | 39.8M | $2.6B | 0.8% | $53.03 | +14.83% | 12 qtrssince 2019-Q3 | Increased 46 |
ISHARES TR | 11M | $2.5B | 0.8% | $35.00 | +21.57% | 12 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 59.5M | $2.4B | 0.8% | $34.67 | +3.98% | 12 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 1.1M | $2.4B | 0.7% | $64.05 | +69.17% | 12 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 55.2M | $2.3B | 0.7% | $34.06 | +7.54% | 12 qtrssince 2019-Q3 | Decreased 0 |
GOLDMAN SACHS ETF TR | 30.6M | $2.3B | 0.7% | $60.28 | +17.77% | 12 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $323.2B across 7869 positions as of Q2 2022. Top holdings: MSFT (3.0%), AAPL (2.7%), SPY (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 209 new positions, 252 exits, 2450 increased. Top move: SPY (INCREASED, conviction 77). Portfolio: $323.2B across 7869 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
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