WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2025
Top Holdings7,110 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 33.1M | $16B | 2.9% | $316.65 | +51.77% | 10 qtrssince 2023-Q3 | Decreased 0 |
APPLE INC | 58.3M | $15.8B | 2.9% | $173.17 | +56.57% | 10 qtrssince 2023-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 21M | $14.4B | 2.6% | $600.51 | +14.40% | 10 qtrssince 2023-Q3 | Increased 88 |
ISHARES CORE S&P 500 ETF | 18.9M | $12.9B | 2.4% | $450.57 | +53.12% | 10 qtrssince 2023-Q3 | Increased 55 |
NVIDIA CORP | 62.9M | $11.7B | 2.1% | $121.54 | +54.30% | 10 qtrssince 2023-Q3 | Increased 58 |
ISHARES CORE S&P TOTAL U.S. | 63.9M | $9.5B | 1.7% | $100.96 | +48.38% | 10 qtrssince 2023-Q3 | Increased 51 |
ALPHABET INC-CL A | 28.9M | $9.1B | 1.6% | $159.51 | +96.76% | 10 qtrssince 2023-Q3 | Increased 50 |
BROADCOM INC | 23.9M | $8.3B | 1.5% | $167.55 | +105.81% | 10 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD MID-CAP ETF | 27M | $7.8B | 1.4% | $53.15 | +35.56% | 10 qtrssince 2023-Q3 | Increased 52 |
JPMORGAN CHASE & CO | 23.1M | $7.4B | 1.4% | $137.26 | +134.58% | 10 qtrssince 2023-Q3 | Decreased 0 |
AMAZON.COM INC | 32.1M | $7.4B | 1.3% | $141.84 | +63.93% | 10 qtrssince 2023-Q3 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 79.1M | $7.1B | 1.3% | $64.45 | +39.45% | 10 qtrssince 2023-Q3 | Increased 52 |
META PLATFORMS INC-CLASS A | 9.4M | $6.2B | 1.1% | $450.92 | +47.69% | 10 qtrssince 2023-Q3 | Increased 54 |
ISHARES TR | 60.8M | $6.1B | 1.1% | $86.67 | +12.59% | 10 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC-CL C | 17.7M | $5.5B | 1.0% | $133.97 | +134.78% | 10 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 76.7M | $5.2B | 0.9% | $52.04 | +29.50% | 10 qtrssince 2023-Q3 | Increased 58 |
ELI LILLY & CO | 4.3M | $4.7B | 0.8% | $686.18 | +55.86% | 10 qtrssince 2023-Q3 | Increased 58 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 7.5M | $4.6B | 0.8% | $421.02 | +47.13% | 10 qtrssince 2023-Q3 | Increased 49 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.6M | $4.5B | 0.8% | — | — | — | Increased — |
VANGUARD FTSE DEVELOPED ETF | 64.3M | $4B | 0.7% | $41.22 | +52.34% | 10 qtrssince 2023-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: 3.5/5.0.
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