WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2025
SEC EDGAR SourceSEC Filings
WELLS FARGO & COMPANY/MN manages $440.3B across 7040 positions as of Q1 2025. Top holdings: AAPL (2.9%), MSFT (2.8%), IVV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q1 2025 Summary
Active quarter - 228 new positions, 219 exits, 3407 increased. Top move: NVDA (INCREASED, conviction 57). Portfolio: $440.3B across 7040 positions.
Top holdings by portfolio weight
AAPL2.90%
MSFT2.80%
IVV2.27%
SPY1.73%
ITOT1.62%
NVDA1.47%
VO1.41%
JPM1.34%
AMZN1.30%
IEFA1.23%
Other1.21%
Portfolio allocation by GICS sector
Unknown41.38%
Technology15.81%
Financial Services9.09%
Healthcare6.96%
Industrials6.16%
Consumer Cyclical5.76%
Consumer Defensive3.94%
Communication Services3.77%
Energy2.83%
Utilities1.89%
Other2.42%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings7,040 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
APPLE INC | 57.4M | $12.8B | 2.9% | $170.19 | +27.48% | 7 qtrssince 2023-Q3 | Decreased 0 | |
MICROSOFT CORP | 32.8M | $12.3B | 2.8% | $313.44 | +20.21% | 7 qtrssince 2023-Q3 | Decreased 0 | |
ISHARES TR | 17.8M | $10B | 2.3% | $436.58 | +26.61% | 7 qtrssince 2023-Q3 | Decreased 0 | |
STATE STR SPDR S&P 500 ETF T | 13.6M | $7.6B | 1.7% | $462.62 | +19.07% | 7 qtrssince 2023-Q3 | Increased 53 | |
ISHARES TR | 58.6M | $7.1B | 1.6% | $97.05 | +23.94% | 7 qtrssince 2023-Q3 | Increased 53 | |
NVIDIA CORPORATION | 59.8M | $6.5B | 1.5% | $115.30 | -4.90% | 7 qtrssince 2023-Q3 | Increased 57 | |
VANGUARD INDEX FDS | 24M | $6.2B | 1.4% | $204.74 | +24.17% | 7 qtrssince 2023-Q3 | Increased 54 | |
JPMORGAN CHASE & CO | 24M | $5.9B | 1.3% | $137.26 | +73.38% | 7 qtrssince 2023-Q3 | Decreased 0 | |
AMAZON COM INC | 30M | $5.7B | 1.3% | $136.27 | +41.42% | 7 qtrssince 2023-Q3 | Increased 51 | |
ISHARES TR | 71.6M | $5.4B | 1.2% | $62.10 | +18.56% | 7 qtrssince 2023-Q3 | Increased 55 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer