Wells Fargo’s Hennessy Advisors HNNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9 Hold
1
﹤0.01% 6955
2025
Q4
$6 Sell
1
-749
-100% -$7.42K ﹤0.01% 6946
2025
Q3
$7.84K Sell
750
-1
-0.1% -$12 ﹤0.01% 5991
2025
Q2
$9.46K Hold
751
﹤0.01% 5967
2025
Q1
$7.47K Hold
751
﹤0.01% 5950
2024
Q4
$9.57K Hold
751
﹤0.01% 5944
2024
Q3
$7.47K Buy
751
+750
+75,000% +$6.76K ﹤0.01% 5856
2024
Q2
$4 Sell
1
-31
-97% -$220 ﹤0.01% 6749
2024
Q1
$217 Buy
32
+1
+3% +$7 ﹤0.01% 6479
2023
Q4
$204 Buy
31
+1
+3% +$7 ﹤0.01% 6604
2023
Q3
$196 Buy
30
+1
+3% +$7 ﹤0.01% 6594
2023
Q2
$202 Buy
29
+2
+7% +$15 ﹤0.01% 6697
2023
Q1
$213 Hold
27
﹤0.01% 6759
2022
Q4
$226 Sell
27
-198
-88% -$1.73K ﹤0.01% 6591
2022
Q3
$2K Buy
225
+198
+733% +$1.92K ﹤0.01% 6155
2022
Q2
$0 Buy
27
+3
+13% +$31 ﹤0.01% 7077
2022
Q1
$0 Buy
24
+1
+4% +$10 ﹤0.01% 7365
2021
Q4
$0 Hold
23
﹤0.01% 7465
2021
Q3
$0 Sell
23
-4
-15% -$39 ﹤0.01% 7193
2021
Q2
$0 Hold
27
﹤0.01% 7114
2021
Q1
$0 Buy
27
+2
+8% +$18 ﹤0.01% 7074
2020
Q4
$0 Sell
25
-6,742
-100% -$59K ﹤0.01% 6694
2020
Q3
$56K Sell
6,767
-5
-0.1% -$43 ﹤0.01% 5466
2020
Q2
$53K Hold
6,772
﹤0.01% 5471
2020
Q1
$51K Buy
6,772
+29
+0.4% +$281 ﹤0.01% 5330
2019
Q4
$68K Buy
6,743
+6,742
+674,200% +$75.1K ﹤0.01% 5420
2019
Q3
$0 Buy
+1
New +$10 ﹤0.01% 6521
2018
Q2
Sell
-750
Closed -$14K 6421
2018
Q1
$14K Buy
+750
New +$13.5K ﹤0.01% 5880
2017
Q2
Sell
-1,801
Closed -$30K 6318
2017
Q1
$30K Sell
1,801
-1
-0.1% -$18 ﹤0.01% 5611
2016
Q4
$38K Hold
1,802
﹤0.01% 5454
2016
Q3
$43K Buy
+1,802
New +$42.5K ﹤0.01% 5359
2015
Q4
Sell
-3,585
Closed -$57K 6306
2015
Q3
$57K Hold
3,585
﹤0.01% 5214
2015
Q2
$45K Sell
3,585
-750
-17% -$9.79K ﹤0.01% 5355
2015
Q1
$59K Hold
4,335
﹤0.01% 4947
2014
Q4
$63K Sell
4,335
-1,890
-30% -$24.4K ﹤0.01% 4926
2014
Q3
$83K Sell
6,225
-2,400
-28% -$27.3K ﹤0.01% 4734
2014
Q2
$86K Buy
+8,625
New +$80.6K ﹤0.01% 4748

Other funds holding HNNA

Wells Fargo's HNNA Position: Q1 2026 in Review

Wells Fargo held its Hennessy Advisors (HNNA) position steady in Q1 2026 at 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #6955.

Wells Fargo first reported a position in HNNA in Q2 2014 and has held it in 37 quarters since. The position peaked at $86K in Q2 2014. 33 funds tracked by Wall St. Rank hold HNNA as of Q1 2026.

  • Wells Fargo held 1 share of Hennessy Advisors worth $9 as of Q1 2026.
  • Wells Fargo left its Hennessy Advisors share count unchanged in Q1 2026.
  • Hennessy Advisors made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6955 holding.
  • Wells Fargo first reported a position in Hennessy Advisors in Q2 2014 and has held it in 37 quarters since.
  • Wells Fargo's Hennessy Advisors position peaked at $86K in Q2 2014.
  • 33 funds tracked by Wall St. Rank held Hennessy Advisors as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.