Obermeyer Wealth Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Sell |
12,630
-334
| -3% | -$28.7K | 0.05% | 113 |
|
|
2025
Q4 | $1.21M | Sell |
12,964
-68
| -0.5% | -$5.9K | 0.06% | 101 |
|
|
2025
Q3 | $1.09M | Sell |
13,032
-108
| -0.8% | -$8.76K | 0.05% | 102 |
|
|
2025
Q2 | $1.05M | Sell |
13,140
-2,722
| -17% | -$196K | 0.05% | 103 |
|
|
2025
Q1 | $1.14M | Sell |
15,862
-2,012
| -11% | -$151K | 0.06% | 88 |
|
|
2024
Q4 | $1.26M | Buy |
17,874
+4,104
| +30% | +$280K | 0.07% | 87 |
|
|
2024
Q3 | $778K | Hold |
13,770
| – | – | 0.04% | 120 |
|
|
2024
Q2 | $818K | Sell |
13,770
-439
| -3% | -$25.9K | 0.05% | 108 |
|
|
2024
Q1 | $824K | Buy |
14,209
+1,578
| +12% | +$82.6K | 0.05% | 103 |
|
|
2023
Q4 | $622K | Hold |
12,631
| – | – | 0.04% | 96 |
|
|
2023
Q3 | $516K | Hold |
12,631
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $539K | Buy |
12,631
+2,192
| +21% | +$88.2K | 0.04% | 112 |
|
|
2023
Q1 | $390K | Sell |
10,439
-978
| -9% | -$42.6K | 0.03% | 131 |
|
|
2022
Q4 | $471K | Sell |
11,417
-12
| -0.1% | -$531 | 0.04% | 121 |
|
|
2022
Q3 | $460K | Sell |
11,429
-172
| -1% | -$7.39K | 0.04% | 121 |
|
|
2022
Q2 | $454K | Buy |
11,601
+172
| +2% | +$7.55K | 0.03% | 116 |
|
|
2022
Q1 | $554K | Hold |
11,429
| – | – | 0.03% | 120 |
|
|
2021
Q4 | $548K | Sell |
11,429
-266
| -2% | -$13.1K | 0.03% | 120 |
|
|
2021
Q3 | $543K | Sell |
11,695
-3,196
| -21% | -$148K | 0.03% | 115 |
|
|
2021
Q2 | $674K | Buy |
14,891
+1,288
| +9% | +$57.5K | 0.04% | 107 |
|
|
2021
Q1 | $531K | Hold |
13,603
| – | – | 0.03% | 120 |
|
|
2020
Q4 | $411K | Sell |
13,603
-10,330
| -43% | -$267K | 0.03% | 98 |
|
|
2020
Q3 | $563K | Buy |
23,933
+4,966
| +26% | +$122K | 0.04% | 80 |
|
|
2020
Q2 | $486K | Sell |
18,967
-600
| -3% | -$16.4K | 0.04% | 80 |
|
|
2020
Q1 | $562K | Sell |
19,567
-1,588
| -8% | -$67.5K | 0.06% | 56 |
|
|
2019
Q4 | $1.14M | Sell |
21,155
-119
| -0.6% | -$6.23K | 0.1% | 56 |
|
|
2019
Q3 | $1.07M | Sell |
21,274
-1,613
| -7% | -$76K | 0.1% | 55 |
|
|
2019
Q2 | $1.08M | Hold |
22,887
| – | – | 0.1% | 53 |
|
|
2019
Q1 | $1.11M | Hold |
22,887
| – | – | 0.1% | 53 |
|
|
2018
Q4 | $1.05M | Hold |
22,887
| – | – | 0.11% | 52 |
|
|
2018
Q3 | $1.2M | Sell |
22,887
-5,000
| -18% | -$285K | 0.1% | 51 |
|
|
2018
Q2 | $1.55M | Sell |
27,887
-102,010
| -79% | -$5.47M | 0.14% | 47 |
|
|
2018
Q1 | $6.81M | Sell |
129,897
-91,929
| -41% | -$5.46M | 0.62% | 30 |
|
|
2017
Q4 | $13.5M | Sell |
221,826
-7,189
| -3% | -$406K | 1.17% | 28 |
|
|
2017
Q3 | $12.6M | Sell |
229,015
-31,592
| -12% | -$1.68M | 1.09% | 28 |
|
|
2017
Q2 | $14.4M | Sell |
260,607
-39,108
| -13% | -$2.1M | 1.28% | 27 |
|
|
2017
Q1 | $16.7M | Sell |
299,715
-16,743
| -5% | -$950K | 1.54% | 25 |
|
|
2016
Q4 | $17.4M | Sell |
316,458
-43,735
| -12% | -$2.2M | 1.67% | 23 |
|
|
2016
Q3 | $15.9M | Sell |
360,193
-7,505
| -2% | -$359K | 1.53% | 23 |
|
|
2016
Q2 | $17.4M | Sell |
367,698
-22,585
| -6% | -$1.1M | 1.73% | 23 |
|
|
2016
Q1 | $18.9M | Sell |
390,283
-6,285
| -2% | -$308K | 1.75% | 22 |
|
|
2015
Q4 | $21.6M | Sell |
396,568
-6,781
| -2% | -$368K | 1.97% | 19 |
|
|
2015
Q3 | $20.7M | Sell |
403,349
-14,200
| -3% | -$781K | 2.18% | 17 |
|
|
2015
Q2 | $23.5M | Buy |
417,549
+927
| +0.2% | +$51.7K | 2% | 18 |
|
|
2015
Q1 | $22.7M | Sell |
416,622
-3,087
| -0.7% | -$167K | 1.85% | 18 |
|
|
2014
Q4 | $23M | Buy |
419,709
+150,159
| +56% | +$7.95M | 2.08% | 12 |
|
|
2014
Q3 | $14M | Buy |
269,550
+265
| +0.1% | +$13.6K | 3.44% | 11 |
|
|
2014
Q2 | $14.2M | Sell |
269,285
-2,755
| -1% | -$138K | 3.44% | 10 |
|
|
2014
Q1 | $13.5M | Sell |
272,040
-5,676
| -2% | -$264K | 3.38% | 10 |
|
|
2013
Q4 | $12.6M | Sell |
277,716
-1,125
| -0.4% | -$48.6K | 3.22% | 14 |
|
|
2013
Q3 | $11.5M | Sell |
278,841
-1,248
| -0.4% | -$53.3K | 3.23% | 12 |
|
|
2013
Q2 | $11.6M | Buy |
+280,089
| New | +$10.9M | 3.2% | 10 |
|
Other funds holding WFC
VCM
VPM
Obermeyer Wealth Partners's WFC Position: Q1 2026 in Review
Obermeyer Wealth Partners reduced its Wells Fargo (WFC) stake by 2.6% in Q1 2026, selling an estimated $28.7K and leaving 12,630 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #113.
Obermeyer Wealth Partners first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.5M in Q2 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Obermeyer Wealth Partners held 12,630 shares of Wells Fargo worth $1.01M as of Q1 2026.
- Obermeyer Wealth Partners sold 334 Wells Fargo shares in Q1 2026, an estimated $28.7K.
- Wells Fargo made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #113 holding.
- Obermeyer Wealth Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Obermeyer Wealth Partners's Wells Fargo position peaked at $23.5M in Q2 2015.
- 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.