Aries Wealth Management’s Wells Fargo WFC Stock Holding History

Aries Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Hold	2,700	–	–	0.04%	222
2026 Q1	$215K	Sell	2,700 -130	-5%	-$11.2K	0.05%	218
2025 Q4	$264K	Buy	2,830 +130	+5%	+$11.3K	0.06%	199
2025 Q3	$226K	Hold	2,700	–	–	0.05%	217
2025 Q2	$216K	Buy	+2,700	New	+$195K	0.06%	208
2020 Q1	–	Sell	-13,660	Closed	-$725K	–	157
2019 Q4	$725K	Hold	13,660	–	–	0.44%	61
2019 Q3	$672K	Hold	13,660	–	–	0.45%	64
2019 Q2	$653K	Hold	13,660	–	–	0.46%	64
2019 Q1	$660K	Hold	13,660	–	–	0.49%	55
2018 Q4	$629K	Hold	13,660	–	–	0.67%	49
2018 Q3	$718K	Hold	13,660	–	–	0.64%	50
2018 Q2	$783K	Hold	13,660	–	–	0.72%	45
2018 Q1	$719K	Hold	13,660	–	–	0.7%	46
2017 Q4	$877K	Buy	+13,660	New	+$771K	0.81%	37

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aries Wealth Management's WFC Position: Q2 2026 in Review

Aries Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 2,700 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #222.

Aries Wealth Management first reported a position in WFC in Q4 2017 and has held it in 14 quarters since. The position peaked at $877K in Q4 2017. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Aries Wealth Management held 2,700 shares of Wells Fargo worth $223K as of Q2 2026.
Aries Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.04% of Aries Wealth Management's portfolio in Q2 2026, its #222 holding.
Aries Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 14 quarters since.
Aries Wealth Management's Wells Fargo position peaked at $877K in Q4 2017.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.