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Morse Asset Management’s Wells Fargo WFC Stock Holding History

Morse Asset 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 		$50.6K Sell
612
-78
-11% -$6.27K 0.01% 245
2026
Q1 		$55K Sell
690
-6
-0.9% -$515 0.01% 221
2025
Q4 		$64.9K Buy
696
+1
+0.1% +$87 0.01% 205
2025
Q3 		$58.3K Hold
695
– – 0.01% 194
2025
Q2 		$55.7K Buy
695
+451
+185% +$32.5K 0.01% 198
2025
Q1 		$17.5K Buy
244
+124
+103% +$9.31K ﹤0.01% 220
2024
Q4 		$8.4K Sell
120
-8,494
-99% -$580K ﹤0.01% 257
2024
Q3 		$487K Buy
+8,614
New +$487K 0.11% 130

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

Morse Asset Management's WFC Position: Q2 2026 in Review

Morse Asset Management reduced its Wells Fargo (WFC) stake by 11% in Q2 2026, selling an estimated $6.27K and leaving 612 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #245.

Morse Asset Management first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $487K in Q3 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Morse Asset Management held 612 shares of Wells Fargo worth $50.6K as of Q2 2026.
  • Morse Asset Management sold 78 Wells Fargo shares in Q2 2026, an estimated $6.27K.
  • Wells Fargo made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #245 holding.
  • Morse Asset Management first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • Morse Asset Management's Wells Fargo position peaked at $487K in Q3 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.