IHWM
WFC icon

Iron Horse Wealth Management’s Wells Fargo WFC Stock Holding History

Iron Horse 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
Q2 		$743K Sell
9,270
-599
-6% -$43.2K 0.22% 24
2025
Q1 		$708K Buy
9,869
+52
+0.5% +$3.9K 0.23% 23
2024
Q4 		$690K Buy
9,817
+60
+0.6% +$4.1K 0.23% 23
2024
Q3 		$551K Buy
9,757
+126
+1% +$7.13K 0.19% 25
2024
Q2 		$572K Sell
9,631
-149
-2% -$8.8K 0.22% 23
2024
Q1 		$567K Sell
9,780
-225
-2% -$11.8K 0.22% 23
2023
Q4 		$492K Sell
10,005
-550
-5% -$23.7K 0.22% 24
2023
Q3 		$431K Sell
10,555
-200
-2% -$8.63K 0.21% 24
2023
Q2 		$459K Sell
10,755
-896
-8% -$36.1K 0.23% 25
2023
Q1 		$436K Buy
11,651
+426
+4% +$18.6K 0.22% 23
2022
Q4 		$463K Buy
11,225
+7,907
+238% +$350K 0.25% 23
2022
Q3 		$133K Sell
3,318
-7,159
-68% -$308K 0.19% 26
2022
Q2 		$410K Buy
10,477
+1,882
+22% +$82.6K 0.23% 25
2022
Q1 		$417K Sell
8,595
-59
-0.7% -$3.16K 0.23% 25
2021
Q4 		$415K Sell
8,654
-180
-2% -$8.86K 0.23% 25
2021
Q3 		$410K Hold
8,834
– – 0.25% 25
2021
Q2 		$400K Sell
8,834
-150
-2% -$6.7K 0.26% 25
2021
Q1 		$351K Buy
8,984
+215
+2% +$7.61K 0.26% 25
2020
Q4 		$265K Buy
+8,769
New +$227K 0.21% 28

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Iron Horse Wealth Management's WFC Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Wells Fargo (WFC) stake by 6.1% in Q2 2025, selling an estimated $43.2K and leaving 9,270 shares worth $743K. The position accounts for 0.22% of the portfolio, ranked #24.

Iron Horse Wealth Management first reported a position in WFC in Q4 2020 and has held it in 19 quarters since. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Iron Horse Wealth Management held 9,270 shares of Wells Fargo worth $743K as of Q2 2025.
  • Iron Horse Wealth Management sold 599 Wells Fargo shares in Q2 2025, an estimated $43.2K.
  • Wells Fargo made up 0.22% of Iron Horse Wealth Management's portfolio in Q2 2025, its #24 holding.
  • Iron Horse Wealth Management first reported a position in Wells Fargo in Q4 2020 and has held it in 19 quarters since.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.