WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2024
Top Holdings7,061 positions
Apple Inc | 57.9M | $14.5B | 3.3% | $60.63 | +310.03% | 22 qtrssince 2019-Q3 | Decreased 0 |
Microsoft Corp | 34.1M | $14.4B | 3.2% | $147.12 | +182.61% | 22 qtrssince 2019-Q3 | Decreased 0 |
iShares Core S&P 500 ETF | 17.9M | $10.5B | 2.4% | $312.90 | +84.23% | 22 qtrssince 2019-Q3 | Increased 61 |
State Street Spdr S&P 500 Etf | 13M | $7.6B | 1.7% | $429.40 | +33.86% | 22 qtrssince 2019-Q3 | Increased 60 |
ISHARES TR | 55.3M | $7.1B | 1.6% | $77.52 | +62.70% | 22 qtrssince 2019-Q3 | Increased 50 |
NVidia Corp | 52.9M | $7.1B | 1.6% | $15.24 | +778.85% | 22 qtrssince 2019-Q3 | Increased 50 |
Amazon.Com Inc | 29.8M | $6.5B | 1.5% | $112.09 | +95.72% | 22 qtrssince 2019-Q3 | Increased 50 |
VANGUARD INDEX FDS | 22.4M | $5.9B | 1.3% | $40.69 | +58.66% | 22 qtrssince 2019-Q3 | Increased 50 |
JPMorgan Chase & Co | 24.2M | $5.8B | 1.3% | $98.60 | +133.56% | 22 qtrssince 2019-Q3 | Decreased 0 |
Broadcom Inc | 23.9M | $5.6B | 1.3% | $67.15 | +240.29% | 22 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 53.8M | $5.2B | 1.2% | $91.31 | -0.99% | 22 qtrssince 2019-Q3 | Increased 53 |
ISHARES TR | 65.7M | $4.6B | 1.0% | $59.52 | +11.95% | 22 qtrssince 2019-Q3 | Increased 53 |
ISHARES TR | 19.1M | $4.2B | 1.0% | $168.47 | +28.82% | 22 qtrssince 2019-Q3 | Increased 48 |
State Street Spdr S&P 500 Etf | 6.6M | $3.9B | 0.9% | — | — | — | Increased — |
INVESCO QQQ TR | 7.3M | $3.7B | 0.8% | $325.73 | +55.63% | 22 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl C | 18.8M | $3.6B | 0.8% | $70.38 | +169.00% | 22 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 18.2M | $3.4B | 0.8% | $71.69 | +162.52% | 22 qtrssince 2019-Q3 | Decreased 0 |
Unitedhealth Group Inc | 6.8M | $3.4B | 0.8% | $250.23 | +93.47% | 22 qtrssince 2019-Q3 | Decreased 0 |
GOLDMAN SACHS ETF TR | 29.7M | $3.4B | 0.8% | $63.29 | +78.55% | 22 qtrssince 2019-Q3 | Increased 48 |
Meta Platforms Inc | 5.7M | $3.4B | 0.8% | $241.46 | +141.11% | 22 qtrssince 2019-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: 3/5.0.
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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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