Morningstar Investment Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.07M | Sell |
84,523
-92,733
| -52% | -$6.96M | 1.11% | 20 |
|
|
2024
Q4 | $12.4M | Sell |
177,256
-1,656,780
| -90% | -$113M | 1.13% | 19 |
|
|
2024
Q3 | $103M | Sell |
1,834,036
-8,536
| -0.5% | -$483K | 1.05% | 25 |
|
|
2024
Q2 | $106M | Sell |
1,842,572
-16,517
| -0.9% | -$975K | 1.15% | 22 |
|
|
2024
Q1 | $107M | Sell |
1,859,089
-1,974,481
| -52% | -$103M | 1.18% | 23 |
|
|
2023
Q4 | $190M | Buy |
3,833,570
+1,951,477
| +104% | +$84.2M | 1.07% | 26 |
|
|
2023
Q3 | $77M | Buy |
1,882,093
+29,120
| +2% | +$1.26M | 0.99% | 27 |
|
|
2023
Q2 | $77.9M | Sell |
1,852,973
-14,472
| -0.8% | -$583K | 1% | 25 |
|
|
2023
Q1 | $70.1M | Buy |
1,867,445
+80,787
| +5% | +$3.52M | 0.94% | 29 |
|
|
2022
Q4 | $75.8M | Sell |
1,786,658
-21,035
| -1% | -$931K | 1.03% | 23 |
|
|
2022
Q3 | $82.5M | Buy |
1,807,693
+30,898
| +2% | +$1.33M | 1.17% | 21 |
|
|
2022
Q2 | $70.8M | Buy |
1,776,795
+58,243
| +3% | +$2.56M | 0.95% | 30 |
|
|
2022
Q1 | $86.8M | Buy |
1,718,552
+42,020
| +3% | +$2.25M | 0.97% | 28 |
|
|
2021
Q4 | $80.5M | Sell |
1,676,532
-17,094
| -1% | -$842K | 0.89% | 32 |
|
|
2021
Q3 | $79.4M | Sell |
1,693,626
-89,761
| -5% | -$4.15M | 0.94% | 31 |
|
|
2021
Q2 | $79.9M | Sell |
1,783,387
-132,607
| -7% | -$5.92M | 0.96% | 31 |
|
|
2021
Q1 | $75.5M | Sell |
1,915,994
-16,286
| -0.8% | -$577K | 0.98% | 26 |
|
|
2020
Q4 | $58.3M | Sell |
1,932,280
-76,035
| -4% | -$1.97M | 0.81% | 35 |
|
|
2020
Q3 | $46.8M | Sell |
2,008,315
-146,684
| -7% | -$3.61M | 0.73% | 39 |
|
|
2020
Q2 | $55.4M | Buy |
2,154,999
+28,235
| +1% | +$773K | 0.91% | 28 |
|
|
2020
Q1 | $63.6M | Buy |
2,126,764
+184,731
| +10% | +$7.85M | 1.16% | 25 |
|
|
2019
Q4 | $104M | Sell |
1,942,033
-9,734
| -0.5% | -$510K | 1.64% | 16 |
|
|
2019
Q3 | $98.5M | Sell |
1,951,767
-141,728
| -7% | -$6.68M | 1.67% | 17 |
|
|
2019
Q2 | $99.1M | Buy |
2,093,495
+177,441
| +9% | +$8.3M | 1.63% | 14 |
|
|
2019
Q1 | $92.6M | Buy |
1,916,054
+118,523
| +7% | +$5.83M | 1.59% | 14 |
|
|
2018
Q4 | $82.8M | Sell |
1,797,531
-97,278
| -5% | -$4.98M | 1.62% | 13 |
|
|
2018
Q3 | $99.6M | Sell |
1,894,809
-101,553
| -5% | -$5.8M | 1.79% | 11 |
|
|
2018
Q2 | $111M | Buy |
1,996,362
+36,981
| +2% | +$1.98M | 2.08% | 5 |
|
|
2018
Q1 | $103M | Sell |
1,959,381
-97,336
| -5% | -$5.78M | 2% | 6 |
|
|
2017
Q4 | $125M | Sell |
2,056,717
-19,423
| -0.9% | -$1.1M | 2.51% | 5 |
|
|
2017
Q3 | $114M | Buy |
2,076,140
+32,980
| +2% | +$1.75M | 2.5% | 5 |
|
|
2017
Q2 | $113M | Buy |
2,043,160
+367,529
| +22% | +$19.7M | 2.62% | 3 |
|
|
2017
Q1 | $93.3M | Buy |
+1,675,631
| New | +$95.1M | 2.35% | 3 |
|
|
2016
Q4 | – | Sell |
-1,516,376
| Closed | -$67.1M | – | 216 |
|
|
2016
Q3 | $67.1M | Buy |
1,516,376
+174,416
| +13% | +$8.35M | 1.94% | 8 |
|
|
2016
Q2 | $63.1M | Buy |
1,341,960
+478,937
| +55% | +$23.4M | 1.99% | 9 |
|
|
2016
Q1 | $41.7M | Buy |
863,023
+178,472
| +26% | +$8.74M | 1.44% | 15 |
|
|
2015
Q4 | $37.2M | Buy |
684,551
+60,714
| +10% | +$3.3M | 1.47% | 14 |
|
|
2015
Q3 | $32M | Buy |
623,837
+35,277
| +6% | +$1.94M | 1.36% | 18 |
|
|
2015
Q2 | $33.1M | Buy |
588,560
+63,452
| +12% | +$3.54M | 1.41% | 13 |
|
|
2015
Q1 | $28.6M | Buy |
525,108
+55,728
| +12% | +$3.01M | 1.24% | 22 |
|
|
2014
Q4 | $25.7M | Buy |
469,380
+369
| +0.1% | +$19.5K | 1.21% | 19 |
|
|
2014
Q3 | $24.3M | Buy |
469,011
+11,432
| +2% | +$588K | 1.25% | 19 |
|
|
2014
Q2 | $24.1M | Buy |
457,579
+29,986
| +7% | +$1.51M | 1.4% | 17 |
|
|
2014
Q1 | $21.3M | Buy |
427,593
+53,532
| +14% | +$2.49M | 1.45% | 15 |
|
|
2013
Q4 | $17M | Buy |
374,061
+25,556
| +7% | +$1.1M | 1.28% | 17 |
|
|
2013
Q3 | $14.4M | Buy |
348,505
+31,693
| +10% | +$1.35M | 1.26% | 15 |
|
|
2013
Q2 | $13.1M | Buy |
+316,812
| New | +$12.3M | 1.36% | 15 |
|
Other funds holding WFC
Morningstar Investment Services's WFC Position: Q1 2025 in Review
Morningstar Investment Services reduced its Wells Fargo (WFC) stake by 52% in Q1 2025, selling an estimated $6.96M and leaving 84,523 shares worth $6.07M. The position accounts for 1.11% of the portfolio, ranked #20.
Morningstar Investment Services first reported a position in WFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $190M in Q4 2023. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.
- Morningstar Investment Services held 84,523 shares of Wells Fargo worth $6.07M as of Q1 2025.
- Morningstar Investment Services sold 92,733 Wells Fargo shares in Q1 2025, an estimated $6.96M.
- Wells Fargo made up 1.11% of Morningstar Investment Services's portfolio in Q1 2025, its #20 holding.
- Morningstar Investment Services first reported a position in Wells Fargo in Q2 2013 and has held it in 47 quarters since.
- Morningstar Investment Services's Wells Fargo position peaked at $190M in Q4 2023.
- 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.