WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2024
Top Holdings7,061 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 57.9M | $14.5B | 3.3% | $169.88 | +46.35% | 6 qtrssince 2023-Q3 | Decreased 0 |
MICROSOFT CORP | 34.1M | $14.4B | 3.2% | $311.47 | +33.49% | 6 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 17.9M | $10.5B | 2.4% | $436.58 | +33.65% | 6 qtrssince 2023-Q3 | Increased 61 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 13M | $7.6B | 1.7% | $458.36 | +26.84% | 6 qtrssince 2023-Q3 | Increased 60 |
ISHARES CORE S&P TOTAL U.S. | 55.3M | $7.1B | 1.6% | $95.66 | +33.28% | 6 qtrssince 2023-Q3 | Increased 50 |
NVIDIA CORP | 52.9M | $7.1B | 1.6% | $116.04 | +18.45% | 6 qtrssince 2023-Q3 | Increased 50 |
AMAZON.COM INC | 29.8M | $6.5B | 1.5% | $135.79 | +62.97% | 6 qtrssince 2023-Q3 | Increased 50 |
VANGUARD MID-CAP ETF | 22.4M | $5.9B | 1.3% | $49.97 | +29.18% | 6 qtrssince 2023-Q3 | Increased 50 |
JPMORGAN CHASE & CO | 24.2M | $5.8B | 1.3% | $137.26 | +69.98% | 6 qtrssince 2023-Q3 | Decreased 0 |
BROADCOM INC | 23.9M | $5.6B | 1.3% | $163.42 | +40.08% | 6 qtrssince 2023-Q3 | Decreased 0 |
ISHARES TR | 53.8M | $5.2B | 1.2% | $84.88 | +7.25% | 6 qtrssince 2023-Q3 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 65.7M | $4.6B | 1.0% | $61.07 | +10.97% | 6 qtrssince 2023-Q3 | Increased 53 |
ISHARES RUSSELL 2000 ETF ETF | 19.1M | $4.2B | 1.0% | $179.45 | +21.61% | 6 qtrssince 2023-Q3 | Increased 48 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.6M | $3.9B | 0.9% | — | — | — | Increased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 7.3M | $3.7B | 0.8% | $373.94 | +37.19% | 6 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC-CL C | 18.8M | $3.6B | 0.8% | $133.55 | +43.72% | 6 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC-CL A | 18.2M | $3.4B | 0.8% | $132.56 | +43.70% | 6 qtrssince 2023-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 6.8M | $3.4B | 0.8% | $483.16 | +2.58% | 6 qtrssince 2023-Q3 | Decreased 0 |
GOLDMAN ACTIVEBETA US LC ETF | 29.7M | $3.4B | 0.8% | $83.81 | +36.45% | 6 qtrssince 2023-Q3 | Increased 48 |
META PLATFORMS INC-CLASS A | 5.7M | $3.4B | 0.8% | $329.29 | +78.98% | 6 qtrssince 2023-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $443.4B across 7061 positions as of Q4 2024. Top holdings: AAPL (3.3%), MSFT (3.2%), IVV (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 316 new positions, 256 exits, 3472 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $443.4B across 7061 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