GWAG
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Garrett Wealth Advisory Group’s Wells Fargo WFC Stock Holding History

Garrett Wealth Advisory Group’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 		$218K Buy
+2,740
New +$235K 0.04% 126
2020
Q4 		– Sell
-10,105
Closed -$238K – 52
2020
Q3 		$238K Sell
10,105
-1,142
-10% -$28.1K 0.19% 41
2020
Q2 		$285K Buy
11,247
+69
+0.6% +$1.89K 0.23% 35
2020
Q1 		$322K Buy
11,178
+406
+4% +$17.3K 0.3% 31
2019
Q4 		$577K Sell
10,772
-645
-6% -$33.8K 0.43% 29
2019
Q3 		$576K Sell
11,417
-32
-0.3% -$1.51K 0.4% 30
2019
Q2 		$542K Sell
11,449
-242
-2% -$11.3K 0.43% 30
2019
Q1 		$565K Sell
11,691
-314
-3% -$15.4K 0.46% 30
2018
Q4 		$551K Buy
+12,005
New +$615K 0.5% 23

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