Wells Fargo’s Global X Defense Tech ETF SHLD Stock Holding History

Wells Fargo’s Portfolio SHLD Stock Details SHLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.6K	Sell	743 -1,345	-64%	-$100K	﹤0.01%	5438
2025 Q4	$135K	Buy	2,088 +551	+36%	+$36.3K	﹤0.01%	5261
2025 Q3	$108K	Sell	1,537 -5,423	-78%	-$340K	﹤0.01%	5278
2025 Q2	$419K	Sell	6,960 -3,615	-34%	-$194K	﹤0.01%	4267
2025 Q1	$492K	Buy	10,575 +1,751	+20%	+$74.2K	﹤0.01%	4107
2024 Q4	$330K	Sell	8,824 -341	-4%	-$13.2K	﹤0.01%	4459
2024 Q3	$341K	Sell	9,165 -4,202	-31%	-$149K	﹤0.01%	4236
2024 Q2	$443K	Buy	+13,367	New	+$444K	﹤0.01%	3992

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo's SHLD Position: Q1 2026 in Review

Wells Fargo reduced its Global X Defense Tech ETF (SHLD) stake by 64% in Q1 2026, selling an estimated $100K and leaving 743 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5438.

Wells Fargo first reported a position in SHLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $492K in Q1 2025. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Wells Fargo held 743 shares of Global X Defense Tech ETF worth $52.6K as of Q1 2026.
Wells Fargo sold 1,345 Global X Defense Tech ETF shares in Q1 2026, an estimated $100K.
Global X Defense Tech ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5438 holding.
Wells Fargo first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 8 quarters since.
Wells Fargo's Global X Defense Tech ETF position peaked at $492K in Q1 2025.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

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