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Cherrydale Wealth Management’s Wells Fargo WFC Stock Holding History

Cherrydale 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 		$221K Sell
2,675
-2
-0.1% -$161 0.06% 79
2026
Q1 		$213K Sell
2,677
-92
-3% -$7.9K 0.07% 73
2025
Q4 		$258K Hold
2,769
– – 0.08% 61
2025
Q3 		$232K Hold
2,769
– – 0.07% 67
2025
Q2 		$222K Buy
+2,769
New +$200K 0.08% 65

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cherrydale Wealth Management reduced its Wells Fargo (WFC) stake by 0.07% in Q2 2026, selling an estimated $161 and leaving 2,675 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #79.

Cherrydale Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $258K in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cherrydale Wealth Management held 2,675 shares of Wells Fargo worth $221K as of Q2 2026.
  • Cherrydale Wealth Management sold 2 Wells Fargo shares in Q2 2026, an estimated $161.
  • Wells Fargo made up 0.06% of Cherrydale Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Cherrydale Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Cherrydale Wealth Management's Wells Fargo position peaked at $258K in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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