Shelton Capital Management’s Wells Fargo WFC Stock Holding History

Shelton Capital 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
2022 Q2	–	Sell	-5,500	Closed	-$267K	–	810
2022 Q1	$267K	Buy	+5,500	New	+$294K	0.01%	623

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Shelton Capital Management's WFC Position: Q2 2026 in Review

Shelton Capital Management reduced its Wells Fargo (WFC) stake by 14% in Q2 2026, selling an estimated $764K and leaving 56,071 shares worth $4.63M. The position accounts for 0.09% of the portfolio, ranked #161.

Shelton Capital Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $90.3M in Q4 2017. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Shelton Capital Management held 56,071 shares of Wells Fargo worth $4.63M as of Q2 2026.
Shelton Capital Management sold 9,501 Wells Fargo shares in Q2 2026, an estimated $764K.
Wells Fargo made up 0.09% of Shelton Capital Management's portfolio in Q2 2026, its #161 holding.
Shelton Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
Shelton Capital Management's Wells Fargo position peaked at $90.3M in Q4 2017.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.