AWM
WFC icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return