WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q3 2024
Top Holdings6,907 positions
MICROSOFT CORP | 34.6M | $14.9B | 3.4% | $147.12 | +187.94% | 21 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 59.1M | $13.8B | 3.1% | $60.63 | +281.09% | 21 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 16M | $9.2B | 2.1% | $281.77 | +99.76% | 21 qtrssince 2019-Q3 | Increased 55 |
ISHARES TR | 55.1M | $6.9B | 1.6% | $77.34 | +58.72% | 21 qtrssince 2019-Q3 | Increased 57 |
NVIDIA CORPORATION | 52.6M | $6.4B | 1.4% | $14.54 | +732.71% | 21 qtrssince 2019-Q3 | Increased 53 |
STATE STR SPDR S&P 500 ETF T | 10.7M | $6.1B | 1.4% | $397.73 | +41.01% | 21 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 22.3M | $5.9B | 1.3% | $40.56 | +58.30% | 21 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 29.8M | $5.5B | 1.3% | $112.00 | +66.37% | 21 qtrssince 2019-Q3 | Increased 54 |
INVESCO QQQ TR | 11.1M | $5.4B | 1.2% | — | — | — | Increased — |
JPMORGAN CHASE & CO | 24.5M | $5.2B | 1.2% | $98.60 | +104.20% | 21 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 50.8M | $5.1B | 1.2% | $91.36 | +2.12% | 21 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 22.5M | $5B | 1.1% | — | — | — | Increased — |
ISHARES TR | 62.4M | $4.9B | 1.1% | $59.14 | +23.21% | 21 qtrssince 2019-Q3 | Increased 52 |
UNITEDHEALTH GROUP INC | 7.9M | $4.6B | 1.1% | $250.23 | +122.77% | 21 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 24.7M | $4.3B | 1.0% | $67.15 | +152.52% | 21 qtrssince 2019-Q3 | Increased 73 |
ISHARES TR | 18.1M | $4B | 0.9% | $165.60 | +30.63% | 21 qtrssince 2019-Q3 | Decreased 0 |
INVESCO QQQ TR | 7.8M | $3.8B | 0.9% | $325.73 | +48.34% | 21 qtrssince 2019-Q3 | Increased 45 |
VANGUARD TAX-MANAGED FDS | 62.8M | $3.3B | 0.8% | $35.38 | +40.79% | 21 qtrssince 2019-Q3 | Increased 45 |
META PLATFORMS INC | 5.8M | $3.3B | 0.7% | $241.46 | +135.54% | 21 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 19.3M | $3.2B | 0.7% | $70.38 | +135.89% | 21 qtrssince 2019-Q3 | Increased 45 |
WELLS FARGO & COMPANY/MN manages $441.7B across 6907 positions as of Q3 2024. Top holdings: MSFT (3.4%), AAPL (3.1%), IVV (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 242 new positions, 243 exits, 2909 increased. Top move: AVGO (INCREASED, conviction 73). Portfolio: $441.7B across 6907 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