WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2022
Top Holdings7,595 positions
STATE STR SPDR S&P 500 ETF T | 24.5M | $9.4B | 2.8% | $337.78 | +7.99% | 14 qtrssince 2019-Q3 | Increased 68 |
MICROSOFT CORP | 37.8M | $9.1B | 2.7% | $140.39 | +65.78% | 14 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 63.3M | $8.2B | 2.5% | $55.05 | +131.90% | 14 qtrssince 2019-Q3 | Increased 55 |
ISHARES TR | 16.5M | $6.3B | 1.9% | $274.37 | +33.15% | 14 qtrssince 2019-Q3 | Increased 51 |
VANGUARD INDEX FDS | 29.7M | $6.1B | 1.8% | $40.47 | +19.22% | 14 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 53M | $5.1B | 1.5% | $91.80 | -8.00% | 14 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 49.1M | $4.2B | 1.2% | $70.19 | +15.08% | 14 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 7.7M | $4.1B | 1.2% | $230.07 | +113.93% | 14 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 20.8M | $3.6B | 1.1% | $157.86 | +5.65% | 14 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 20M | $3.5B | 1.1% | $110.47 | +43.66% | 14 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 25.5M | $3.4B | 1.0% | $97.97 | +24.72% | 14 qtrssince 2019-Q3 | Decreased 0 |
INVESCO QQQ TR | 11.3M | $3B | 0.9% | — | — | — | Increased — |
INVESCO QQQ TR | 10.3M | $2.7B | 0.8% | — | — | — | Decreased — |
ISHARES TR | 39.2M | $2.6B | 0.8% | $53.40 | +20.11% | 14 qtrssince 2019-Q3 | Increased 47 |
ISHARES TR | 10.9M | $2.6B | 0.8% | $35.00 | +31.34% | 14 qtrssince 2019-Q3 | Increased 45 |
CHEVRON CORPORATION | 14.3M | $2.6B | 0.8% | $90.35 | +70.38% | 14 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 6.5M | $2.5B | 0.7% | — | — | — | Increased — |
VANGUARD TAX-MANAGED FDS | 57.8M | $2.4B | 0.7% | $34.67 | +8.55% | 14 qtrssince 2019-Q3 | Decreased 0 |
PROCTER & GAMBLE CO | 15.9M | $2.4B | 0.7% | $105.64 | +30.11% | 14 qtrssince 2019-Q3 | Increased 45 |
GOLDMAN SACHS ETF TR | 30.4M | $2.3B | 0.7% | $60.36 | +20.49% | 14 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $333.2B across 7595 positions as of Q4 2022. Top holdings: SPY (2.8%), MSFT (2.7%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 420 new positions, 466 exits, 2799 increased. Top move: SPY (INCREASED, conviction 68). Portfolio: $333.2B across 7595 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