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Gitterman Wealth Management’s Wells Fargo WFC Stock Holding History

Gitterman 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
2025
Q3 		– Sell
-122
Closed -$9.78K – 333
2025
Q2 		$9.78K Buy
+122
New +$8.8K ﹤0.01% 315
2025
Q1 		– Sell
-5,377
Closed -$378K – 162
2024
Q4 		$378K Buy
+5,377
New +$367K 0.16% 54

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gitterman Wealth Management's WFC Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 122 shares — an estimated $9.78K sold.

Gitterman Wealth Management first reported a position in WFC in Q4 2024 and held it in 2 quarters. The position peaked at $378K in Q4 2024. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 122 Wells Fargo shares in Q3 2025, an estimated $9.78K.
  • Gitterman Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Wells Fargo position peaked at $378K in Q4 2024.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.