Tortoise Investment Management’s Wells Fargo WFC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-761	Closed	-$63.8K	–	1448
2025 Q3	$63.8K	Buy	761 +163	+27%	+$13.2K	0.01%	362
2025 Q2	$47.9K	Buy	598 +148	+33%	+$10.7K	﹤0.01%	387
2025 Q1	$32.3K	Sell	450 -400	-47%	-$30K	﹤0.01%	432
2024 Q4	$59.7K	Buy	850 +22	+3%	+$1.5K	0.01%	390
2024 Q3	$46.8K	Sell	828 -52	-6%	-$2.94K	﹤0.01%	419
2024 Q2	$52.3K	Hold	880	–	–	0.01%	382
2024 Q1	$51K	Buy	880 +80	+10%	+$4.19K	0.01%	376
2023 Q4	$39.4K	Sell	800 -21	-3%	-$906	0.01%	388
2023 Q3	$33.5K	Buy	821 +21	+3%	+$907	0.01%	394
2023 Q2	$34.1K	Hold	800	–	–	0.01%	393
2023 Q1	$29.9K	Hold	800	–	–	﹤0.01%	402
2022 Q4	$33K	Hold	800	–	–	0.01%	379
2022 Q3	$32K	Hold	800	–	–	0.01%	368
2022 Q2	$31K	Buy	800 +400	+100%	+$17.6K	0.01%	361
2022 Q1	$19K	Hold	400	–	–	﹤0.01%	437
2021 Q4	$19K	Hold	400	–	–	﹤0.01%	413
2021 Q3	$19K	Hold	400	–	–	﹤0.01%	392
2021 Q2	$18K	Hold	400	–	–	﹤0.01%	391
2021 Q1	$16K	Buy	400 +350	+700%	+$12.4K	﹤0.01%	385
2020 Q4	$2K	Buy	+50	New	+$1.29K	﹤0.01%	521
2019 Q4	–	Sell	-373	Closed	-$19K	–	621
2019 Q3	$19K	Sell	373 -674	-64%	-$31.8K	﹤0.01%	328
2019 Q2	$50K	Buy	1,047 +17	+2%	+$795	0.01%	258
2019 Q1	$50K	Buy	1,030 +271	+36%	+$13.3K	0.01%	250
2018 Q4	$35K	Hold	759	–	–	0.01%	265
2018 Q3	$40K	Sell	759 -88	-10%	-$5.03K	0.01%	261
2018 Q2	$47K	Buy	847 +88	+12%	+$4.71K	0.01%	250
2018 Q1	$40K	Sell	759 -68	-8%	-$4.04K	0.01%	263
2017 Q4	$50K	Buy	827 +195	+31%	+$11K	0.01%	245
2017 Q3	$35K	Sell	632 -156	-20%	-$8.29K	0.01%	257
2017 Q2	$44K	Buy	788 +264	+50%	+$14.1K	0.01%	231
2017 Q1	$29K	Buy	524 +224	+75%	+$12.7K	0.01%	244
2016 Q4	$17K	Hold	300	–	–	0.01%	285
2016 Q3	$13K	Sell	300 -125	-29%	-$5.98K	﹤0.01%	282
2016 Q2	$20K	Buy	425 +225	+113%	+$11K	0.01%	257
2016 Q1	$10K	Sell	200 -165	-45%	-$8.08K	﹤0.01%	286
2015 Q4	$20K	Hold	365	–	–	0.01%	265
2015 Q3	$19K	Sell	365 -105	-22%	-$5.77K	0.01%	258
2015 Q2	$26K	Sell	470 -43	-8%	-$2.4K	0.01%	252
2015 Q1	$28K	Hold	513	–	–	0.01%	242
2014 Q4	$28K	Buy	513 +313	+157%	+$16.6K	0.01%	256
2014 Q3	$10K	Hold	200	–	–	﹤0.01%	299
2014 Q2	$11K	Hold	200	–	–	﹤0.01%	311
2014 Q1	$10K	Hold	200	–	–	﹤0.01%	268
2013 Q4	$9K	Hold	200	–	–	﹤0.01%	253
2013 Q3	$8K	Hold	200	–	–	﹤0.01%	249
2013 Q2	$8K	Buy	+200	New	+$7.79K	0.01%	250

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's WFC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 761 shares — an estimated $63.8K sold.

Tortoise Investment Management first reported a position in WFC in Q2 2013 and held it in 46 quarters. The position peaked at $63.8K in Q3 2025. 2,901 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Tortoise Investment Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 761 Wells Fargo shares in Q4 2025, an estimated $63.8K.
Tortoise Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 46 quarters.
Tortoise Investment Management's Wells Fargo position peaked at $63.8K in Q3 2025.
2,901 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.