Morgan Stanley’s Wells Fargo WFC Stock Holding History

Morgan Stanley’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	$4.11B	Sell	51,687,402 -1,886,751	-4%	-$162M	0.25%	65
2025 Q4	$4.99B	Sell	53,574,153 -1,600,611	-3%	-$139M	0.3%	54
2025 Q3	$4.62B	Buy	55,174,764 +4,059,868	+8%	+$329M	0.28%	57
2025 Q2	$4.1B	Buy	51,114,896 +2,320,264	+5%	+$167M	0.27%	69
2025 Q1	$3.5B	Buy	48,794,632 +5,265,146	+12%	+$395M	0.25%	68
2024 Q4	$3.06B	Buy	43,529,486 +1,816,491	+4%	+$124M	0.21%	78
2024 Q3	$2.36B	Buy	41,712,995 +730,020	+2%	+$41.3M	0.17%	105
2024 Q2	$2.43B	Buy	40,982,975 +1,464,330	+4%	+$86.4M	0.19%	89
2024 Q1	$2.29B	Sell	39,518,645 -40,267,301	-50%	-$2.11B	0.18%	98
2023 Q4	$3.93B	Buy	79,785,946 +39,527,401	+98%	+$1.71B	0.17%	112
2023 Q3	$1.64B	Buy	40,258,545 +2,408,187	+6%	+$104M	0.17%	119
2023 Q2	$1.62B	Sell	37,850,358 -378,468	-1%	-$15.2M	0.16%	124
2023 Q1	$1.43B	Sell	38,228,826 -1,307,838	-3%	-$57M	0.15%	137
2022 Q4	$1.63B	Buy	39,536,664 +12,088,073	+44%	+$535M	0.19%	109
2022 Q3	$1.1B	Buy	27,448,591 +1,376,863	+5%	+$59.2M	0.15%	135
2022 Q2	$1.02B	Buy	26,071,728 +7,702,541	+42%	+$338M	0.13%	155
2022 Q1	$890M	Sell	18,369,187 -7,573,083	-29%	-$405M	0.12%	180
2021 Q4	$1.24B	Buy	25,942,270 +7,266,083	+39%	+$358M	0.15%	144
2021 Q3	$867M	Sell	18,676,187 -1,431,311	-7%	-$66.2M	0.12%	180
2021 Q2	$911M	Sell	20,107,498 -2,691,003	-12%	-$120M	0.12%	175
2021 Q1	$891M	Buy	22,798,501 +3,614,138	+19%	+$128M	0.13%	166
2020 Q4	$579M	Buy	19,184,363 +1,118,687	+6%	+$29M	0.09%	205
2020 Q3	$425M	Sell	18,065,676 -2,622,221	-13%	-$64.6M	0.08%	219
2020 Q2	$530M	Buy	20,687,897 +82,182	+0.4%	+$2.25M	0.12%	169
2020 Q1	$591M	Sell	20,605,715 -3,831,951	-16%	-$163M	0.16%	138
2019 Q4	$1.31B	Buy	24,437,666 +5,718,053	+31%	+$299M	0.31%	72
2019 Q3	$944M	Buy	18,719,613 +843,014	+5%	+$39.7M	0.25%	90
2019 Q2	$846M	Sell	17,876,599 -294,493	-2%	-$13.8M	0.23%	102
2019 Q1	$878M	Sell	18,171,092 -3,186,471	-15%	-$157M	0.25%	96
2018 Q4	$984M	Sell	21,357,563 -75,270	-0.4%	-$3.86M	0.29%	80
2018 Q3	$1.13B	Sell	21,432,833 -16,927,451	-44%	-$967M	0.28%	79
2018 Q2	$2.13B	Buy	38,360,284 +14,951,134	+64%	+$801M	0.57%	20
2018 Q1	$1.23B	Sell	23,409,150 -2,305,395	-9%	-$137M	0.34%	59
2017 Q4	$1.56B	Buy	25,714,545 +242,555	+1%	+$13.7M	0.43%	33
2017 Q3	$1.4B	Sell	25,471,990 -381,257	-1%	-$20.3M	0.42%	38
2017 Q2	$1.43B	Buy	25,853,247 +622,829	+2%	+$33.4M	0.43%	36
2017 Q1	$1.4B	Sell	25,230,418 -1,985,777	-7%	-$113M	0.43%	34
2016 Q4	$1.5B	Sell	27,216,195 -3,660,928	-12%	-$184M	0.49%	27
2016 Q3	$1.37B	Buy	30,877,123 +7,535,323	+32%	+$361M	0.47%	24
2016 Q2	$1.1B	Sell	23,341,800 -412,164	-2%	-$20.1M	0.4%	39
2016 Q1	$1.15B	Buy	23,753,964 +2,861,419	+14%	+$140M	0.44%	28
2015 Q4	$1.14B	Sell	20,892,545 -2,527,472	-11%	-$137M	0.41%	31
2015 Q3	$1.2B	Sell	23,420,017 -15,914,294	-40%	-$875M	0.44%	21
2015 Q2	$2.21B	Buy	39,334,311 +18,505,881	+89%	+$1.03B	0.77%	8
2015 Q1	$1.13B	Sell	20,828,430 -14,114,170	-40%	-$763M	0.42%	32
2014 Q4	$1.92B	Buy	34,942,600 +14,700,799	+73%	+$778M	0.7%	7
2014 Q3	$1.05B	Buy	20,241,801 +1,274,444	+7%	+$65.6M	0.4%	25
2014 Q2	$997M	Buy	18,967,357 +980,614	+5%	+$49.3M	0.39%	33
2014 Q1	$895M	Buy	17,986,743 +254,625	+1%	+$11.9M	0.37%	37
2013 Q4	$805M	Sell	17,732,118 -7,668,454	-30%	-$331M	0.34%	45
2013 Q3	$1.05B	Buy	25,400,572 +8,075,351	+47%	+$345M	0.5%	18
2013 Q2	$715M	Buy	+17,325,221	New	+$675M	0.36%	42

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley's WFC Position: Q1 2026 in Review

Morgan Stanley reduced its Wells Fargo (WFC) stake by 3.5% in Q1 2026, selling an estimated $162M and leaving 51,687,402 shares worth $4.11B. The position accounts for 0.25% of the portfolio, ranked #65.

Morgan Stanley first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.99B in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Morgan Stanley held 51,687,402 shares of Wells Fargo worth $4.11B as of Q1 2026.
Morgan Stanley sold 1,886,751 Wells Fargo shares in Q1 2026, an estimated $162M.
Wells Fargo made up 0.25% of Morgan Stanley's portfolio in Q1 2026, its #65 holding.
Morgan Stanley first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's Wells Fargo position peaked at $4.99B in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.