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Massachusetts Wealth Management’s Wells Fargo WFC Stock Holding History

Massachusetts 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 		$2.73M Buy
33,065
+15
+0% +$1.21K 1.04% 36
2026
Q1 		$2.63M Hold
33,050
– – 1.14% 32
2025
Q4 		$3.08M Buy
33,050
+333
+1% +$28.9K 1.43% 21
2025
Q3 		$2.74M Buy
32,717
+400
+1% +$32.4K 1.36% 24
2025
Q2 		$2.59M Buy
32,317
+200
+0.6% +$14.4K 1.46% 25
2025
Q1 		$2.31M Sell
32,117
-360
-1% -$27K 1.58% 21
2024
Q4 		$2.28M Buy
32,477
+1,225
+4% +$83.6K 1.41% 26
2024
Q3 		$1.77M Sell
31,252
-250
-0.8% -$14.1K 1.11% 42
2024
Q2 		$1.87M Sell
31,502
-75
-0.2% -$4.43K 1.26% 32
2024
Q1 		$1.83M Buy
31,577
+550
+2% +$28.8K 1.29% 33
2023
Q4 		$1.53M Sell
31,027
-1,083
-3% -$46.7K 1.23% 33
2023
Q3 		$1.31M Sell
32,110
-200
-0.6% -$8.63K 1.2% 33
2023
Q2 		$1.38M Buy
32,310
+1,925
+6% +$77.5K 1.32% 30
2023
Q1 		$1.14M Sell
30,385
-100
-0.3% -$4.36K 1.17% 36
2022
Q4 		$1.43M Buy
+30,485
New +$1.35M 1.38% 30

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

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

Massachusetts Wealth Management increased its Wells Fargo (WFC) stake by 0.05% in Q2 2026, buying an estimated $1.21K and bringing the position to 33,065 shares worth $2.73M. The position accounts for 1.04% of the portfolio, ranked #36.

Massachusetts Wealth Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.08M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Massachusetts Wealth Management held 33,065 shares of Wells Fargo worth $2.73M as of Q2 2026.
  • Massachusetts Wealth Management bought 15 Wells Fargo shares in Q2 2026, an estimated $1.21K.
  • Wells Fargo made up 1.04% of Massachusetts Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Massachusetts Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Wells Fargo position peaked at $3.08M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.