Shelton Wealth Management’s Wells Fargo WFC Stock Holding History

Shelton Wealth 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	$2.47M	Buy	29,918 +103	+0.3%	+$8.28K	0.97%	23
2026 Q1	$2.37M	Buy	29,815 +99	+0.3%	+$8.5K	1.04%	21
2025 Q4	$2.77M	Buy	29,716 +20	+0.1%	+$1.74K	1.19%	22
2025 Q3	$2.49M	Buy	29,696 +21	+0.1%	+$1.7K	1.13%	21
2025 Q2	$2.38M	Buy	29,675 +21	+0.1%	+$1.51K	1.15%	20
2025 Q1	$2.13M	Buy	29,654 +19	+0.1%	+$1.43K	1.16%	17
2024 Q4	$2.08M	Buy	29,635 +20	+0.1%	+$1.36K	1.08%	21
2024 Q3	$1.67M	Buy	29,615 +26	+0.1%	+$1.47K	0.91%	27
2024 Q2	$1.76M	Buy	29,589 +22	+0.1%	+$1.3K	1%	23
2024 Q1	$1.71M	Buy	29,567 +23	+0.1%	+$1.2K	1.08%	24
2023 Q4	$1.45M	Buy	29,544 +29	+0.1%	+$1.25K	1.03%	26
2023 Q3	$1.21M	Buy	29,515 +30	+0.1%	+$1.29K	0.96%	21
2023 Q2	$1.26M	Sell	29,485 -774	-3%	-$31.2K	0.98%	21
2023 Q1	$1.13M	Buy	30,259 +74	+0.2%	+$3.23K	0.92%	21
2022 Q4	$1.25M	Buy	30,185 +23	+0.1%	+$1.02K	0.98%	23
2022 Q3	$1.21M	Buy	30,162 +166	+0.6%	+$7.13K	1.08%	22
2022 Q2	$1.18M	Buy	29,996 +57	+0.2%	+$2.5K	1%	22
2022 Q1	$1.45M	Buy	29,939 +1,628	+6%	+$87.1K	1.14%	20
2021 Q4	$1.36M	Buy	+28,311	New	+$1.39M	1.07%	18

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Shelton Wealth Management increased its Wells Fargo (WFC) stake by 0.35% in Q2 2026, buying an estimated $8.28K and bringing the position to 29,918 shares worth $2.47M. The position accounts for 0.97% of the portfolio, ranked #23.

Shelton Wealth Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.77M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Shelton Wealth Management held 29,918 shares of Wells Fargo worth $2.47M as of Q2 2026.
Shelton Wealth Management bought 103 Wells Fargo shares in Q2 2026, an estimated $8.28K.
Wells Fargo made up 0.97% of Shelton Wealth Management's portfolio in Q2 2026, its #23 holding.
Shelton Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Shelton Wealth Management's Wells Fargo position peaked at $2.77M in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.