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GHP Investment Advisors’s Wells Fargo WFC Stock Holding History

GHP Investment Advisors’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 		$2.9M Buy
35,151
+404
+1% +$32.5K 0.11% 209
2026
Q1 		$2.77M Buy
34,747
+436
+1% +$37.4K 0.11% 204
2025
Q4 		$3.2M Buy
34,311
+431
+1% +$37.4K 0.13% 186
2025
Q3 		$2.84M Buy
33,880
+418
+1% +$33.9K 0.12% 191
2025
Q2 		$2.68M Buy
33,462
+540
+2% +$38.9K 0.12% 197
2025
Q1 		$2.36M Buy
32,922
+957
+3% +$71.8K 0.11% 208
2024
Q4 		$2.25M Buy
31,965
+5,612
+21% +$383K 0.1% 215
2024
Q3 		$1.49M Buy
26,353
+710
+3% +$40.2K 0.07% 246
2024
Q2 		$1.52M Buy
25,643
+1,155
+5% +$68.2K 0.08% 245
2024
Q1 		$1.42M Buy
24,488
+571
+2% +$29.9K 0.07% 249
2023
Q4 		$1.18M Buy
23,917
+388
+2% +$16.7K 0.06% 255
2023
Q3 		$964K Buy
23,529
+284
+1% +$12.3K 0.06% 261
2023
Q2 		$1.02M Buy
23,245
+3,204
+16% +$129K 0.06% 260
2023
Q1 		$749K Sell
20,041
-224
-1% -$9.76K 0.05% 274
2022
Q4 		$837K Buy
20,265
+1,477
+8% +$65.4K 0.06% 265
2022
Q3 		$756K Buy
18,788
+694
+4% +$29.8K 0.06% 256
2022
Q2 		$709K Sell
18,094
-467
-3% -$20.5K 0.05% 264
2022
Q1 		$899K Buy
18,561
+317
+2% +$17K 0.06% 251
2021
Q4 		$875K Buy
18,244
+112
+0.6% +$5.51K 0.06% 222
2021
Q3 		$842K Sell
18,132
-54
-0.3% -$2.5K 0.07% 208
2021
Q2 		$824K Buy
18,186
+1,783
+11% +$79.6K 0.07% 206
2021
Q1 		$641K Buy
16,403
+779
+5% +$27.6K 0.06% 217
2020
Q4 		$472K Sell
15,624
-1,842
-11% -$47.7K 0.04% 223
2020
Q3 		$411K Sell
17,466
-8,651
-33% -$213K 0.05% 229
2020
Q2 		$669K Sell
26,117
-3,557
-12% -$97.3K 0.08% 199
2020
Q1 		$852K Buy
29,674
+357
+1% +$15.2K 0.13% 182
2019
Q4 		$1.58M Buy
29,317
+1,323
+5% +$69.3K 0.17% 165
2019
Q3 		$1.41M Sell
27,994
-4,275
-13% -$201K 0.18% 159
2019
Q2 		$1.53M Buy
32,269
+2,326
+8% +$109K 0.19% 152
2019
Q1 		$1.45M Buy
29,943
+2,957
+11% +$145K 0.19% 151
2018
Q4 		$1.24M Sell
26,986
-4,631
-15% -$237K 0.19% 150
2018
Q3 		$1.66M Sell
31,617
-158
-0.5% -$9.02K 0.22% 130
2018
Q2 		$1.76M Buy
31,775
+886
+3% +$47.5K 0.25% 125
2018
Q1 		$1.62M Buy
30,889
+3,222
+12% +$191K 0.23% 134
2017
Q4 		$1.68M Buy
27,667
+1,705
+7% +$96.3K 0.24% 127
2017
Q3 		$1.43M Buy
25,962
+517
+2% +$27.5K 0.22% 136
2017
Q2 		$1.41M Buy
25,445
+1,332
+6% +$71.4K 0.22% 129
2017
Q1 		$1.34M Buy
24,113
+2,382
+11% +$135K 0.23% 125
2016
Q4 		$1.2M Buy
21,731
+3,531
+19% +$178K 0.22% 131
2016
Q3 		$806K Sell
18,200
-12
-0.1% -$574 0.16% 162
2016
Q2 		$862K Buy
18,212
+1,975
+12% +$96.3K 0.19% 149
2016
Q1 		$785K Sell
16,237
-1,620
-9% -$79.3K 0.18% 152
2015
Q4 		$971K Sell
17,857
-14
-0.1% -$760 0.23% 123
2015
Q3 		$918K Buy
17,871
+2,277
+15% +$125K 0.24% 123
2015
Q2 		$901K Sell
15,594
-1,875
-11% -$105K 0.22% 131
2015
Q1 		$950K Buy
17,469
+2,024
+13% +$109K 0.25% 118
2014
Q4 		$847K Sell
15,445
-976
-6% -$51.7K 0.23% 117
2014
Q3 		$852K Buy
16,421
+2,296
+16% +$118K 0.25% 107
2014
Q2 		$742K Buy
14,125
+1,495
+12% +$75.2K 0.22% 119
2014
Q1 		$628K Buy
12,630
+1,646
+15% +$76.7K 0.2% 128
2013
Q4 		$499K Buy
10,984
+555
+5% +$24K 0.16% 144
2013
Q3 		$431K Buy
10,429
+7
+0.1% +$299 0.16% 158
2013
Q2 		$430K Buy
+10,422
New +$406K 0.17% 143

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

GHP Investment Advisors's WFC Position: Q2 2026 in Review

GHP Investment Advisors increased its Wells Fargo (WFC) stake by 1.2% in Q2 2026, buying an estimated $32.5K and bringing the position to 35,151 shares worth $2.9M. The position accounts for 0.11% of the portfolio, ranked #209.

GHP Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.2M in Q4 2025. 954 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • GHP Investment Advisors held 35,151 shares of Wells Fargo worth $2.9M as of Q2 2026.
  • GHP Investment Advisors bought 404 Wells Fargo shares in Q2 2026, an estimated $32.5K.
  • Wells Fargo made up 0.11% of GHP Investment Advisors's portfolio in Q2 2026, its #209 holding.
  • GHP Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's Wells Fargo position peaked at $3.2M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.