WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2023
Top Holdings7,582 positions
MICROSOFT CORP | 34.8M | $13.1B | 3.4% | $140.39 | +162.25% | 18 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 58.8M | $11.3B | 3.0% | $56.99 | +233.77% | 18 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 16.2M | $7.7B | 2.0% | $278.91 | +65.43% | 18 qtrssince 2019-Q3 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 12.7M | $6B | 1.6% | $385.69 | +19.33% | 18 qtrssince 2019-Q3 | Increased 58 |
VANGUARD INDEX FDS | 23.5M | $5.5B | 1.4% | $40.50 | +38.23% | 18 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 54.2M | $5.4B | 1.4% | $91.57 | -2.55% | 18 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 49.1M | $5.2B | 1.3% | $70.67 | +44.17% | 18 qtrssince 2019-Q3 | Increased 50 |
INVESCO QQQ TR | 11.5M | $4.7B | 1.2% | — | — | — | Decreased — |
AMAZON COM INC | 30.8M | $4.7B | 1.2% | $101.53 | +49.65% | 18 qtrssince 2019-Q3 | Increased 53 |
ISHARES TR | 21.6M | $4.3B | 1.1% | $164.12 | +18.72% | 18 qtrssince 2019-Q3 | Increased 60 |
UNITEDHEALTH GROUP INC | 8.1M | $4.3B | 1.1% | $247.22 | +100.67% | 18 qtrssince 2019-Q3 | Increased 51 |
JPMORGAN CHASE & CO | 25M | $4.2B | 1.1% | $98.60 | +61.87% | 18 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 56.4M | $4B | 1.0% | $57.94 | +13.21% | 18 qtrssince 2019-Q3 | Increased 54 |
ISHARES TR | 18.3M | $3.7B | 1.0% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 7.5M | $3.6B | 0.9% | — | — | — | Increased — |
VANGUARD TAX-MANAGED FDS | 62.5M | $3B | 0.8% | $35.19 | +26.13% | 18 qtrssince 2019-Q3 | Increased 45 |
JOHNSON & JOHNSON | 18.7M | $2.9B | 0.8% | $110.67 | +31.10% | 18 qtrssince 2019-Q3 | Decreased 0 |
GOLDMAN SACHS ETF TR | 29.4M | $2.8B | 0.7% | $60.36 | +50.73% | 18 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 9.9M | $2.7B | 0.7% | $35.00 | +52.89% | 18 qtrssince 2019-Q3 | Decreased 0 |
CHEVRON CORPORATION | 18.2M | $2.7B | 0.7% | $100.99 | +31.64% | 18 qtrssince 2019-Q3 | Increased 46 |
WELLS FARGO & COMPANY/MN manages $383.3B across 7582 positions as of Q4 2023. Top holdings: MSFT (3.4%), AAPL (3.0%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 291 new positions, 341 exits, 3857 increased. Top move: IWM (INCREASED, conviction 60). Portfolio: $383.3B across 7582 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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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