WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q2 2025
Top Holdings7,126 positions
Microsoft Corp. | 33.1M | $16.5B | 3.4% | $149.91 | +228.56% | 24 qtrssince 2019-Q3 | Increased 59 |
SS SPDR S&P 500 ETF TRUST-US | 20M | $12.4B | 2.6% | $491.02 | +24.14% | 24 qtrssince 2019-Q3 | Increased 75 |
Apple Inc | 57.8M | $11.9B | 2.5% | $61.43 | +232.36% | 24 qtrssince 2019-Q3 | Increased 55 |
ISHARES CORE S&P 500 ETF | 17.7M | $11B | 2.3% | $312.90 | +95.52% | 24 qtrssince 2019-Q3 | Decreased 0 |
Nvidia Corp | 57.3M | $9.1B | 1.9% | $25.95 | +507.29% | 24 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 59.3M | $8B | 1.7% | $80.53 | +65.41% | 24 qtrssince 2019-Q3 | Increased 51 |
Vanguard Morningstar Mid-Cap ETF | 24.8M | $6.9B | 1.4% | $43.06 | +60.14% | 24 qtrssince 2019-Q3 | Increased 52 |
JPMorgan Chase & Co | 23.6M | $6.9B | 1.4% | $98.60 | +185.68% | 24 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com Inc | 30.4M | $6.7B | 1.4% | $114.14 | +92.22% | 24 qtrssince 2019-Q3 | Increased 51 |
Broadcom Inc | 24M | $6.6B | 1.4% | $67.73 | +303.27% | 24 qtrssince 2019-Q3 | Decreased 0 |
iShares Core MSCI EAFE ETF | 71.9M | $6B | 1.2% | $60.60 | +32.98% | 24 qtrssince 2019-Q3 | Increased 50 |
Meta Platforms Inc | 7.7M | $5.7B | 1.2% | $331.47 | +121.77% | 24 qtrssince 2019-Q3 | Increased 52 |
ISHARES CORE U.S. AGGREGATE | 55.7M | $5.5B | 1.1% | $91.40 | +2.91% | 24 qtrssince 2019-Q3 | Increased 52 |
Alphabet Inc | 24.4M | $4.3B | 0.9% | $97.86 | +79.46% | 24 qtrssince 2019-Q3 | Increased 57 |
Invesco QQQ Trust Series 1 | 7.2M | $4B | 0.8% | $367.23 | +49.34% | 24 qtrssince 2019-Q3 | Decreased 0 |
Invesco QQQ Trust Series 1 | 7.1M | $3.9B | 0.8% | — | — | — | Increased — |
GOLDMAN SACHS ETF TR | 29.8M | $3.6B | 0.7% | $63.69 | +88.06% | 24 qtrssince 2019-Q3 | Decreased 0 |
iShares Russell Mid-Cap ETF | 39.2M | $3.6B | 0.7% | $58.18 | +55.61% | 24 qtrssince 2019-Q3 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 62.8M | $3.6B | 0.7% | $35.79 | +54.45% | 24 qtrssince 2019-Q3 | Decreased 0 |
iShares Russell 2000 ETF | 15.6M | $3.4B | 0.7% | $169.59 | +25.60% | 24 qtrssince 2019-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: 3/5.0.
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
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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