Wells Fargo
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Wells Fargo’s P3 Health Partners PIII Stock Holding History

Wells Fargo’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– -$1 – 7318
2025
Q1 		– Hold
0
– – – 7002
2024
Q4 		– Hold
0
– – – 6991
2024
Q2 		– Sell
-246
Closed -$12.7K – 7324
2024
Q1 		$12.7K Buy
246
+37
+18% +$2.06K ﹤0.01% 5701
2023
Q4 		$14.8K Buy
209
+48
+30% +$3.31K ﹤0.01% 5725
2023
Q3 		$11.9K Sell
161
-170
-51% -$17.6K ﹤0.01% 5759
2023
Q2 		$49.5K Buy
331
+239
+260% +$33K ﹤0.01% 5432
2023
Q1 		$4.87K Buy
+92
New +$5.53K ﹤0.01% 6062
2022
Q4 		– Sell
-7
Closed -$2K – 7649
2022
Q3 		$2K Sell
7
-3
-30% -$750 ﹤0.01% 6177
2022
Q2 		$2K Buy
10
+9
+900% +$2.51K ﹤0.01% 6353
2022
Q1 		$1K Buy
+1
New +$300 ﹤0.01% 6843

Other funds holding PIII

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo's PIII Position: Q2 2025 in Review

Wells Fargo held its P3 Health Partners (PIII) position steady in Q2 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #7318.

Wells Fargo first reported a position in PIII in Q1 2022 and has held it in 8 quarters since. The position peaked at $49.5K in Q2 2023. 16 funds tracked by Wall St. Rank hold PIII as of Q2 2025.

  • Wells Fargo held 0 shares of P3 Health Partners worth $0 as of Q2 2025.
  • Wells Fargo left its P3 Health Partners share count unchanged in Q2 2025.
  • P3 Health Partners made up ﹤0.01% of Wells Fargo's portfolio in Q2 2025, its #7318 holding.
  • Wells Fargo first reported a position in P3 Health Partners in Q1 2022 and has held it in 8 quarters since.
  • Wells Fargo's P3 Health Partners position peaked at $49.5K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2025.

Based on Wells Fargo's 13F filing for Q2 2025, filed 14 Aug 2025.