Wells Fargo
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Wells Fargo’s Sera Prognostics SERA Stock Holding History

Wells Fargo’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,658
Closed -$50.3K – 7344
2025
Q1 		$50.3K Buy
13,658
+466
+4% +$2.37K ﹤0.01% 5396
2024
Q4 		$107K Buy
13,192
+4,691
+55% +$34.5K ﹤0.01% 5171
2024
Q3 		$66.3K Sell
8,501
-336
-4% -$2.44K ﹤0.01% 5240
2024
Q2 		$52.3K Buy
8,837
+8,687
+5,791% +$77.7K ﹤0.01% 5276
2024
Q1 		$1.36K Buy
150
+3
+2% +$24 ﹤0.01% 6087
2023
Q4 		$879 Buy
147
+10
+7% +$29 ﹤0.01% 6260
2023
Q3 		$255 Buy
137
+39
+40% +$93 ﹤0.01% 6521
2023
Q2 		$323 Buy
98
+4
+4% +$14 ﹤0.01% 6566
2023
Q1 		$360 Sell
94
-312,161
-100% -$820K ﹤0.01% 6623
2022
Q4 		$393K Sell
312,255
-185
-0.1% -$261 ﹤0.01% 3777
2022
Q3 		$500K Buy
312,440
+8,708
+3% +$17.6K ﹤0.01% 3688
2022
Q2 		$498K Buy
+303,732
New +$583K ﹤0.01% 3749
2022
Q1 		– Sell
-39
Closed – – 7716
2021
Q4 		$0 Buy
39
+12
+44% +$121 ﹤0.01% 7729
2021
Q3 		$0 Buy
+27
New +$280 ﹤0.01% 7441

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Wells Fargo's SERA Position: Q2 2025 in Review

Wells Fargo sold out of Sera Prognostics (SERA) in Q2 2025, closing a stake of 13,658 shares — an estimated $50.3K sold.

Wells Fargo first reported a position in SERA in Q3 2021 and held it in 14 quarters. The position peaked at $500K in Q3 2022. 59 funds tracked by Wall St. Rank hold SERA as of Q2 2025.

  • Wells Fargo reported no remaining Sera Prognostics position as of Q2 2025 after selling out during the quarter.
  • Wells Fargo sold 13,658 Sera Prognostics shares in Q2 2025, an estimated $50.3K.
  • Wells Fargo first reported a position in Sera Prognostics in Q3 2021 and held it in 14 quarters.
  • Wells Fargo's Sera Prognostics position peaked at $500K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2025.

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