WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q2 2025
Top Holdings7,126 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 33.1M | $16.5B | 3.4% | $312.93 | +57.40% | 8 qtrssince 2023-Q3 | Increased 59 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 20M | $12.4B | 2.6% | $510.39 | +19.79% | 8 qtrssince 2023-Q3 | Increased 75 |
APPLE INC | 57.8M | $11.9B | 2.5% | $170.07 | +20.06% | 8 qtrssince 2023-Q3 | Increased 55 |
ISHARES CORE S&P 500 ETF | 17.7M | $11B | 2.3% | $436.58 | +40.51% | 8 qtrssince 2023-Q3 | Decreased 0 |
NVIDIA CORP | 57.3M | $9.1B | 1.9% | $115.30 | +36.80% | 8 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE S&P TOTAL U.S. | 59.3M | $8B | 1.7% | $97.47 | +36.99% | 8 qtrssince 2023-Q3 | Increased 51 |
VANGUARD MID-CAP ETF | 24.8M | $6.9B | 1.4% | $51.45 | +34.02% | 8 qtrssince 2023-Q3 | Increased 52 |
JPMORGAN CHASE & CO | 23.6M | $6.9B | 1.4% | $137.26 | +106.24% | 8 qtrssince 2023-Q3 | Decreased 0 |
AMAZON.COM INC | 30.4M | $6.7B | 1.4% | $137.40 | +62.51% | 8 qtrssince 2023-Q3 | Increased 51 |
BROADCOM INC | 24M | $6.6B | 1.4% | $163.44 | +67.43% | 8 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 71.9M | $6B | 1.2% | $62.17 | +31.46% | 8 qtrssince 2023-Q3 | Increased 50 |
META PLATFORMS INC-CLASS A | 7.7M | $5.7B | 1.2% | $396.97 | +84.53% | 8 qtrssince 2023-Q3 | Increased 52 |
ISHARES TR | 55.7M | $5.5B | 1.1% | $85.21 | +11.16% | 8 qtrssince 2023-Q3 | Increased 52 |
ALPHABET INC-CL A | 24.4M | $4.3B | 0.9% | $143.77 | +23.98% | 8 qtrssince 2023-Q3 | Increased 57 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 7.2M | $4B | 0.8% | $401.62 | +36.14% | 8 qtrssince 2023-Q3 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 7.1M | $3.9B | 0.8% | — | — | — | Increased — |
GOLDMAN ACTIVEBETA US LC ETF | 29.8M | $3.6B | 0.7% | $84.03 | +42.97% | 8 qtrssince 2023-Q3 | Decreased 0 |
ISHARES RUSSELL MIDCAP INDEX FUND | 39.2M | $3.6B | 0.7% | $69.91 | +29.93% | 8 qtrssince 2023-Q3 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 62.8M | $3.6B | 0.7% | $40.75 | +36.48% | 8 qtrssince 2023-Q3 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 15.6M | $3.4B | 0.7% | $180.32 | +18.76% | 8 qtrssince 2023-Q3 | Increased 46 |
WELLS FARGO & COMPANY/MN manages $483.4B across 7126 positions as of Q2 2025. Top holdings: MSFT (3.4%), SPY (2.6%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 348 new positions, 254 exits, 3310 increased. Top move: SPY (INCREASED, conviction 75). Portfolio: $483.4B across 7126 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