Wells Fargo
HGTY icon

Wells Fargo’s Hagerty HGTY Stock Holding History

Wells Fargo’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06K Sell
101
-732
-88% -$8.55K ﹤0.01% 6328
2025
Q4 		$11.2K Buy
833
+733
+733% +$9.15K ﹤0.01% 5925
2025
Q3 		$1.2K Hold
100
– – ﹤0.01% 6242
2025
Q2 		$1.01K Buy
+100
New +$932 ﹤0.01% 6307
2025
Q1 		– Sell
-52
Closed -$502 – 7132
2024
Q4 		$502 Hold
52
– – ﹤0.01% 6310
2024
Q3 		$529 Sell
52
-348
-87% -$3.85K ﹤0.01% 6167
2024
Q2 		$4.16K Sell
400
-185
-32% -$1.72K ﹤0.01% 5908
2024
Q1 		$5.35K Sell
585
-1,031
-64% -$8.63K ﹤0.01% 5882
2023
Q4 		$12.6K Sell
1,616
-1,307
-45% -$10.7K ﹤0.01% 5772
2023
Q3 		$23.9K Sell
2,923
-1,543
-35% -$13.5K ﹤0.01% 5523
2023
Q2 		$41.8K Buy
4,466
+2,397
+116% +$22.1K ﹤0.01% 5496
2023
Q1 		$18.1K Buy
2,069
+204
+11% +$1.86K ﹤0.01% 5672
2022
Q4 		$15.7K Sell
1,865
-1,609
-46% -$14K ﹤0.01% 5364
2022
Q3 		$31K Sell
3,474
-808
-19% -$9.14K ﹤0.01% 5169
2022
Q2 		$49K Buy
4,282
+245
+6% +$2.48K ﹤0.01% 5026
2022
Q1 		$43K Sell
4,037
-313
-7% -$4.48K ﹤0.01% 5726
2021
Q4 		$62K Buy
+4,350
New +$67.9K ﹤0.01% 5865

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PCH
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MG
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GRIM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
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VPM
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LC
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