WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q3 2025
Top Holdings7,074 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 33.7M | $17.5B | 3.3% | $316.65 | +62.24% | 9 qtrssince 2023-Q3 | Increased 60 |
APPLE INC | 60M | $15.3B | 2.9% | $173.17 | +46.50% | 9 qtrssince 2023-Q3 | Increased 57 |
ISHARES CORE S&P 500 ETF | 18.7M | $12.5B | 2.4% | $449.25 | +47.89% | 9 qtrssince 2023-Q3 | Increased 58 |
NVIDIA CORP | 59.8M | $11.2B | 2.1% | $118.05 | +54.03% | 9 qtrssince 2023-Q3 | Increased 57 |
ISHARES CORE S&P TOTAL U.S. | 63.2M | $9.2B | 1.7% | $100.40 | +44.15% | 9 qtrssince 2023-Q3 | Increased 54 |
BROADCOM INC | 24.6M | $8.1B | 1.5% | $167.55 | +95.80% | 9 qtrssince 2023-Q3 | Increased 52 |
VANGUARD MID-CAP ETF | 26.2M | $7.7B | 1.5% | $52.60 | +38.09% | 9 qtrssince 2023-Q3 | Increased 53 |
JPMORGAN CHASE & CO | 23.2M | $7.3B | 1.4% | $137.26 | +127.86% | 9 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC-CL A | 28.8M | $7B | 1.3% | $159.02 | +53.38% | 9 qtrssince 2023-Q3 | Increased 59 |
AMAZON.COM INC | 31.7M | $7B | 1.3% | $140.88 | +57.70% | 9 qtrssince 2023-Q3 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 10.3M | $6.9B | 1.3% | $510.39 | +29.65% | 9 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 76.2M | $6.7B | 1.3% | $63.48 | +34.31% | 9 qtrssince 2023-Q3 | Increased 53 |
ISHARES TR | 63.8M | $6.4B | 1.2% | $86.67 | +11.54% | 9 qtrssince 2023-Q3 | Increased 57 |
META PLATFORMS INC-CLASS A | 8.7M | $6.4B | 1.2% | $433.73 | +71.26% | 9 qtrssince 2023-Q3 | Increased 56 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 8.4M | $5B | 1.0% | — | — | — | Increased — |
ALPHABET INC-CL C | 17.7M | $4.3B | 0.8% | $133.97 | +82.27% | 9 qtrssince 2023-Q3 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 6.9M | $4.2B | 0.8% | — | — | — | Decreased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 6.9M | $4.1B | 0.8% | $401.62 | +48.89% | 9 qtrssince 2023-Q3 | Decreased 0 |
ISHARES RUSSELL MIDCAP INDEX FUND | 40.2M | $3.9B | 0.7% | $70.59 | +36.12% | 9 qtrssince 2023-Q3 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 63.5M | $3.8B | 0.7% | $40.94 | +43.44% | 9 qtrssince 2023-Q3 | Increased 45 |
WELLS FARGO & COMPANY/MN manages $526B across 7074 positions as of Q3 2025. Top holdings: MSFT (3.3%), AAPL (2.9%), IVV (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 319 new positions, 336 exits, 3663 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $526.0B across 7074 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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