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United Wealth Management’s Wells Fargo WFC Stock Holding History

United 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 		$316K Hold
3,818
– – 0.07% 22
2026
Q1 		$304K Hold
3,818
– – 0.08% 20
2025
Q4 		$356K Hold
3,818
– – 0.09% 21
2025
Q3 		$320K Hold
3,818
– – 0.09% 21
2025
Q2 		$306K Hold
3,818
– – 0.09% 21
2025
Q1 		$274K Sell
3,818
-980
-20% -$73.6K 0.09% 20
2024
Q4 		$337K Buy
+4,798
New +$328K 0.11% 20

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

United Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 3,818 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #22.

United Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q4 2025. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • United Wealth Management held 3,818 shares of Wells Fargo worth $316K as of Q2 2026.
  • United Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.07% of United Wealth Management's portfolio in Q2 2026, its #22 holding.
  • United Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • United Wealth Management's Wells Fargo position peaked at $356K in Q4 2025.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.