Wells Fargo
QIPT

Wells Fargo’s Quipt Home Medical QIPT Stock Holding History

Wells Fargo’s Portfolio QIPT Stock Details QIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-462
Closed -$827 – 7343
2025
Q2 		$827 Sell
462
-21,593
-98% -$42.6K ﹤0.01% 6330
2025
Q1 		$51.4K Sell
22,055
-1,796
-8% -$4.92K ﹤0.01% 5387
2024
Q4 		$72.7K Buy
23,851
+5,625
+31% +$15.1K ﹤0.01% 5354
2024
Q3 		$53.2K Buy
18,226
+692
+4% +$2.14K ﹤0.01% 5323
2024
Q2 		$56.5K Buy
17,534
+5,593
+47% +$20.1K ﹤0.01% 5249
2024
Q1 		$52.2K Buy
11,941
+1,635
+16% +$7.38K ﹤0.01% 5239
2023
Q4 		$52.5K Buy
10,306
+2,526
+32% +$12.1K ﹤0.01% 5258
2023
Q3 		$39.6K Sell
7,780
-8,770
-53% -$47K ﹤0.01% 5302
2023
Q2 		$88.4K Buy
+16,550
New +$97.7K ﹤0.01% 5120

Other funds holding QIPT

FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return