Wealthcare Advisory Partners’s Wells Fargo WFC Stock Holding History

Wealthcare Advisory Partners’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	$1.47M	Sell	17,760 -608	-3%	-$48.9K	0.03%	424
2026 Q1	$1.46M	Buy	18,368 +2,971	+19%	+$255K	0.03%	429
2025 Q4	$1.44M	Buy	15,397 +982	+7%	+$85.3K	0.03%	428
2025 Q3	$1.21M	Buy	14,415 +1,599	+12%	+$130K	0.03%	451
2025 Q2	$1.03M	Buy	12,816 +912	+8%	+$65.8K	0.02%	474
2025 Q1	$855K	Sell	11,904 -255	-2%	-$19.1K	0.02%	473
2024 Q4	$854K	Buy	12,159 +311	+3%	+$21.2K	0.02%	456
2024 Q3	$669K	Sell	11,848 -1,044	-8%	-$59K	0.02%	502
2024 Q2	$766K	Sell	12,892 -522	-4%	-$30.8K	0.02%	450
2024 Q1	$778K	Buy	13,414 +391	+3%	+$20.5K	0.03%	444
2023 Q4	$641K	Buy	13,023 +706	+6%	+$30.5K	0.03%	432
2023 Q3	$503K	Sell	12,317 -1,284	-9%	-$55.4K	0.02%	431
2023 Q2	$580K	Sell	13,601 -196	-1%	-$7.89K	0.03%	407
2023 Q1	$516K	Buy	13,797 +145	+1%	+$6.32K	0.02%	452
2022 Q4	$564K	Buy	13,652 +2,604	+24%	+$115K	0.03%	391
2022 Q3	$444K	Buy	11,048 +456	+4%	+$19.6K	0.03%	390
2022 Q2	$415K	Buy	10,592 +944	+10%	+$41.4K	0.03%	366
2022 Q1	$468K	Buy	9,648 +1,025	+12%	+$54.9K	0.03%	322
2021 Q4	$414K	Buy	8,623 +1,203	+16%	+$59.2K	0.02%	358
2021 Q3	$344K	Buy	7,420 +602	+9%	+$27.9K	0.02%	382
2021 Q2	$309K	Sell	6,818 -1,866	-21%	-$83.3K	0.02%	421
2021 Q1	$339K	Buy	+8,684	New	+$307K	0.02%	362
2020 Q4	–	Sell	-17,217	Closed	-$405K	–	454
2020 Q3	$405K	Sell	17,217 -225	-1%	-$5.54K	0.04%	232
2020 Q2	$447K	Buy	17,442 +4,376	+33%	+$120K	0.06%	189
2020 Q1	$375K	Buy	13,066 +8,218	+170%	+$349K	0.06%	190
2019 Q4	$261K	Buy	4,848 +11	+0.2%	+$576	0.03%	258
2019 Q3	$244K	Buy	4,837 +78	+2%	+$3.67K	0.04%	239
2019 Q2	$225K	Sell	4,759 -142	-3%	-$6.64K	0.04%	255
2019 Q1	$237K	Sell	4,901 -1,677	-25%	-$82.5K	0.04%	217
2018 Q4	$303K	Sell	6,578 -1,527	-19%	-$78.2K	0.06%	158
2018 Q3	$426K	Sell	8,105 -570	-7%	-$32.5K	0.08%	136
2018 Q2	$481K	Sell	8,675 -23	-0.3%	-$1.23K	0.09%	125
2018 Q1	$456K	Sell	8,698 -2,307	-21%	-$137K	0.1%	112
2017 Q4	$668K	Buy	11,005 +503	+5%	+$28.4K	0.17%	75
2017 Q3	$579K	Buy	10,502 +10,453	+21,333%	+$556K	0.17%	71
2017 Q2	$3K	Sell	49 -141	-74%	-$7.55K	﹤0.01%	94
2017 Q1	$11K	Hold	190	–	–	0.01%	77
2016 Q4	$10K	Hold	190	–	–	0.01%	84
2016 Q3	$8K	Hold	190	–	–	0.01%	69
2016 Q2	$9K	Buy	+190	New	+$9.26K	0.01%	82

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Wealthcare Advisory Partners's WFC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $48.9K and leaving 17,760 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #424.

Wealthcare Advisory Partners first reported a position in WFC in Q2 2016 and has held it in 40 quarters since. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealthcare Advisory Partners held 17,760 shares of Wells Fargo worth $1.47M as of Q2 2026.
Wealthcare Advisory Partners sold 608 Wells Fargo shares in Q2 2026, an estimated $48.9K.
Wells Fargo made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #424 holding.
Wealthcare Advisory Partners first reported a position in Wells Fargo in Q2 2016 and has held it in 40 quarters since.
806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.