Latest WELLS FARGO & COMPANY/MN Stock Portfolio
WELLS FARGO & COMPANY/MN Performance:
2025 Q2: 6.84%YTD: 4.28%2024: 10.56%
Performance for 2025 Q2 is 6.84%, and YTD is 4.28%, and 2024 is 10.56%.
About WELLS FARGO & COMPANY/MN and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WELLS FARGO & COMPANY/MN reported an equity portfolio of $483.4 Billions as of 30 Jun, 2025.
The top stock holdings of WELLS FARGO & COMPANY/MN are MSFT, SPY, AAPL. The fund has invested 3.4% of it's portfolio in MICROSOFT CORP and 2.6% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off AYRO INC (AYRO), TIDAL TR II and ETF OPPORTUNITIES TRUST (ACVF) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), ETF SER SOLUTIONS (ACIO) and INVESCO EXCH TRADED FD TR II (CGW). WELLS FARGO & COMPANY/MN opened new stock positions in BARRICK MNG CORP, BONDBLOXX ETF TRUST (XHYC) and RBB FD INC (EERN). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (ANEW), LUMENT FINANCE TRUST INC (LFT) and KORU MEDICAL SYSTEMS INC (KRMD).
The top stock holdings of WELLS FARGO & COMPANY/MN are MSFT, SPY, AAPL. The fund has invested 3.4% of it's portfolio in MICROSOFT CORP and 2.6% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off AYRO INC (AYRO), TIDAL TR II and ETF OPPORTUNITIES TRUST (ACVF) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), ETF SER SOLUTIONS (ACIO) and INVESCO EXCH TRADED FD TR II (CGW). WELLS FARGO & COMPANY/MN opened new stock positions in BARRICK MNG CORP, BONDBLOXX ETF TRUST (XHYC) and RBB FD INC (EERN). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (ANEW), LUMENT FINANCE TRUST INC (LFT) and KORU MEDICAL SYSTEMS INC (KRMD).
WELLS FARGO & COMPANY/MN Annual Return Estimates Vs S&P 500
Our best estimate is that WELLS FARGO & COMPANY/MN made a return of 6.84% in the last quarter. In trailing 12 months, it's portfolio return was 9%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| oreilly automotive inc | 1,414 |
| ishares bitcoin trust etf | 368 |
| coinbase global inc | 295 |
| interactive brokers group in | 294 |
| world gold tr | 234 |
| ishares tr | 207 |
| charter communications inc n | 129 |
| british amern tob plc | 126 |
Additions to existing portfolio by WELLS FARGO & COMPANY/MN
Reductions
| Ticker | % Reduced |
|---|---|
| nike inc | -54.18 |
| target corp | -48.64 |
| united parcel service inc | -46.34 |
| ishares tr | -37.33 |
| unitedhealth group inc | -32.31 |
| invesco qqq tr | -30.66 |
| taiwan semiconductor mfg ltd | -26.12 |
| mercadolibre inc | -22.75 |
WELLS FARGO & COMPANY/MN reduced stake in above stock
Sold off
Sector Distribution
WELLS FARGO & COMPANY/MN has about 45.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 45.1 |
| Technology | 16.3 |
| Financial Services | 7.5 |
| Industrials | 6.8 |
| Consumer Cyclical | 5.4 |
| Healthcare | 5.3 |
| Communication Services | 4 |
| Consumer Defensive | 3.4 |
| Energy | 2.3 |
| Utilities | 2 |
| Basic Materials | 1.2 |
Market Cap. Distribution
WELLS FARGO & COMPANY/MN has about 52.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 45 |
| LARGE-CAP | 27.3 |
| MEGA-CAP | 25.2 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 51.7% of the stocks held by WELLS FARGO & COMPANY/MN either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 50 |
| Others | 48.3 |
| RUSSELL 2000 | 1.7 |
WELLS FARGO & COMPANY/MN Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WELLS FARGO & COMPANY/MN
WELLS FARGO & COMPANY/MN has 6217 stocks in it's portfolio. About 19.8% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for WELLS FARGO & COMPANY/MN last quarter.
Last Reported on: 14 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.45 | 57,763,700 | 11,851,400,000 | added | 0.56 | ||
| AAXJ | ishares tr | 0.35 | 18,046,600 | 1,671,480,000 | added | 1.6 | ||
| AAXJ | ishares tr | 0.21 | 9,817,910 | 1,025,780,000 | reduced | -2.48 | ||
| AAXJ | ishares tr | 0.10 | 4,571,380 | 504,771,000 | added | 19.09 | ||
| AAXJ | ishares tr | 0.07 | 4,458,190 | 359,553,000 | reduced | -37.33 | ||
| AAXJ | ishares tr | 0.07 | 3,486,970 | 354,276,000 | added | 5.92 | ||
| AAXJ | ishares tr | 0.06 | 9,022,800 | 276,820,000 | reduced | -14.96 | ||
| AAXJ | ishares tr | 0.05 | 2,104,670 | 250,645,000 | added | 1.35 | ||
| AAXJ | ishares tr | 0.05 | 2,580,990 | 242,329,000 | added | 1.38 | ||
| AAXJ | ishares tr | 0.05 | 4,496,260 | 239,606,000 | added | 1.66 | ||
| AAXJ | ishares tr | 0.05 | 1,731,990 | 222,734,000 | added | 0.51 | ||
| AAXJ | ishares tr | 0.04 | 3,346,710 | 176,573,000 | reduced | -2.83 | ||
| AAXJ | ishares tr | 0.04 | 892,761 | 168,410,000 | added | 6.37 | ||
| AAXJ | ishares tr | 0.03 | 2,548,460 | 161,776,000 | added | 12.09 | ||
| AAXJ | ishares tr | 0.03 | 1,287,940 | 144,249,000 | reduced | -4.43 | ||
| AAXJ | ishares tr | 0.03 | 3,759,210 | 129,730,000 | added | 39.67 | ||
| ABBV | abbvie inc | 0.35 | 9,042,750 | 1,678,510,000 | added | 1.32 | ||
| ABC | cencora inc | 0.10 | 1,636,510 | 490,708,000 | added | 9.05 | ||
| ABNB | airbnb inc | 0.04 | 1,290,350 | 170,764,000 | added | 16.79 | ||
| ABT | abbott labs | 0.48 | 17,188,600 | 2,337,820,000 | reduced | -0.01 | ||