WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2025
Top Holdings7,110 positions
MICROSOFT CORP | 33.1M | $16B | 2.9% | $156.64 | +206.79% | 26 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 58.3M | $15.8B | 2.9% | $68.55 | +295.48% | 26 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 21M | $14.4B | 2.6% | $585.74 | +15.52% | 26 qtrssince 2019-Q3 | Increased 88 |
ISHARES TR | 18.9M | $12.9B | 2.4% | $334.18 | +103.28% | 26 qtrssince 2019-Q3 | Increased 55 |
NVIDIA CORPORATION | 62.9M | $11.7B | 2.1% | $40.28 | +361.97% | 26 qtrssince 2019-Q3 | Increased 58 |
ISHARES TR | 63.9M | $9.5B | 1.7% | $85.18 | +73.25% | 26 qtrssince 2019-Q3 | Increased 51 |
ALPHABET INC | 28.9M | $9.1B | 1.6% | $120.49 | +159.26% | 26 qtrssince 2019-Q3 | Increased 50 |
BROADCOM INC | 23.9M | $8.3B | 1.5% | $74.22 | +363.74% | 26 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 27M | $7.8B | 1.4% | $45.44 | +58.56% | 26 qtrssince 2019-Q3 | Increased 52 |
JPMORGAN CHASE & CO | 23.1M | $7.4B | 1.4% | $98.60 | +220.60% | 26 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 32.1M | $7.4B | 1.3% | $119.64 | +92.92% | 26 qtrssince 2019-Q3 | Increased 51 |
ISHARES TR | 79.1M | $7.1B | 1.3% | $62.90 | +39.94% | 26 qtrssince 2019-Q3 | Increased 52 |
META PLATFORMS INC | 9.4M | $6.2B | 1.1% | $395.08 | +66.65% | 26 qtrssince 2019-Q3 | Increased 54 |
ISHARES TR | 60.8M | $6.1B | 1.1% | $91.98 | +5.35% | 26 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 17.7M | $5.5B | 1.0% | $72.02 | +334.84% | 26 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 76.7M | $5.2B | 0.9% | $53.83 | +23.89% | 26 qtrssince 2019-Q3 | Increased 58 |
ELI LILLY & CO | 4.3M | $4.7B | 0.8% | $427.58 | +150.13% | 26 qtrssince 2019-Q3 | Increased 58 |
INVESCO QQQ TR | 7.5M | $4.6B | 0.8% | $389.05 | +57.36% | 26 qtrssince 2019-Q3 | Increased 49 |
STATE STR SPDR S&P 500 ETF T | 6.6M | $4.5B | 0.8% | — | — | — | Increased — |
VANGUARD TAX-MANAGED FDS | 64.3M | $4B | 0.7% | $36.35 | +70.26% | 26 qtrssince 2019-Q3 | Increased 45 |
WELLS FARGO & COMPANY/MN manages $549.1B across 7110 positions as of Q4 2025. Top holdings: MSFT (2.9%), AAPL (2.9%), SPY (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 315 new positions, 270 exits, 3832 increased. Top move: SPY (INCREASED, conviction 88). Portfolio: $549.1B across 7110 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