WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q2 2024
Top Holdings6,882 positions
MICROSOFT CORP | 35.4M | $15.8B | 3.8% | $147.12 | +198.54% | 20 qtrssince 2019-Q3 | Increased 60 |
APPLE INC | 59.9M | $12.6B | 3.1% | $60.63 | +244.09% | 20 qtrssince 2019-Q3 | Increased 60 |
ISHARES TR | 15.8M | $8.7B | 2.1% | $279.31 | +90.44% | 20 qtrssince 2019-Q3 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 11.6M | $6.3B | 1.5% | $397.73 | +33.34% | 20 qtrssince 2019-Q3 | Increased 55 |
NVIDIA CORPORATION | 49.8M | $6.2B | 1.5% | $8.52 | +1345.59% | 20 qtrssince 2019-Q3 | Increased 81 |
ISHARES TR | 48M | $5.7B | 1.4% | $70.67 | +63.64% | 20 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 58.1M | $5.6B | 1.4% | $91.36 | -3.02% | 20 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 23.1M | $5.6B | 1.4% | $40.56 | +44.74% | 20 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 27.8M | $5.4B | 1.3% | $106.69 | +81.13% | 20 qtrssince 2019-Q3 | Increased 53 |
JPMORGAN CHASE & CO | 24.7M | $5B | 1.2% | $98.60 | +94.79% | 20 qtrssince 2019-Q3 | Decreased 0 |
INVESCO QQQ TR | 10.3M | $5B | 1.2% | — | — | — | Increased — |
ISHARES TR | 60.1M | $4.4B | 1.1% | $58.61 | +17.60% | 20 qtrssince 2019-Q3 | Increased 53 |
ISHARES TR | 20.7M | $4.2B | 1.0% | $165.60 | +19.57% | 20 qtrssince 2019-Q3 | Increased 53 |
UNITEDHEALTH GROUP INC | 8.2M | $4.2B | 1.0% | $250.23 | +93.35% | 20 qtrssince 2019-Q3 | Increased 51 |
INVESCO QQQ TR | 7.7M | $3.7B | 0.9% | $323.99 | +46.19% | 20 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 19.1M | $3.5B | 0.9% | $69.64 | +161.22% | 20 qtrssince 2019-Q3 | Increased 47 |
ALPHABET INC | 18.3M | $3.3B | 0.8% | $70.16 | +157.47% | 20 qtrssince 2019-Q3 | Increased 47 |
VANGUARD TAX-MANAGED FDS | 62.5M | $3.1B | 0.7% | $35.31 | +31.65% | 20 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 1.9M | $3.1B | 0.7% | $38.00 | +313.95% | 20 qtrssince 2019-Q3 | Increased 49 |
GOLDMAN SACHS ETF TR | 28.2M | $3B | 0.7% | $60.36 | +72.85% | 20 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $412.5B across 6882 positions as of Q2 2024. Top holdings: MSFT (3.8%), AAPL (3.1%), IVV (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 259 new positions, 855 exits, 3387 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $412.5B across 6882 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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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