Wells Fargo
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Wells Fargo’s The Oncology Institute TOI Stock Holding History

Wells Fargo’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124K Sell
40,423
-43,178
-52% -$132K ﹤0.01% 4985
2025
Q4 		$298K Buy
83,601
+45,234
+118% +$168K ﹤0.01% 4842
2025
Q3 		$134K Buy
38,367
+7,863
+26% +$26.9K ﹤0.01% 5161
2025
Q2 		$62.5K Buy
+30,504
New +$76.3K ﹤0.01% 5431
2024
Q2 		– Sell
-248
Closed -$392 – 7462
2024
Q1 		$392 Buy
248
+4
+2% +$8 ﹤0.01% 6333
2023
Q4 		$498 Buy
244
+15
+7% +$26 ﹤0.01% 6382
2023
Q3 		$321 Buy
229
+44
+24% +$46 ﹤0.01% 6460
2023
Q2 		$102 Sell
185
-6,673
-97% -$3.53K ﹤0.01% 6858
2023
Q1 		$4.65K Buy
+6,858
New +$8.75K ﹤0.01% 6072
2022
Q4 		– Sell
-568
Closed -$3K – 7732
2022
Q3 		$3K Buy
568
+98
+21% +$576 ﹤0.01% 6085
2022
Q2 		$2K Buy
470
+406
+634% +$2.96K ﹤0.01% 6381
2022
Q1 		$0 Buy
+64
New +$432 ﹤0.01% 7813

Other funds holding TOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo's TOI Position: Q1 2026 in Review

Wells Fargo reduced its The Oncology Institute (TOI) stake by 52% in Q1 2026, selling an estimated $132K and leaving 40,423 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #4985.

Wells Fargo first reported a position in TOI in Q1 2022 and has held it in 12 quarters since. The position peaked at $298K in Q4 2025. 115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

  • Wells Fargo held 40,423 shares of The Oncology Institute worth $124K as of Q1 2026.
  • Wells Fargo sold 43,178 The Oncology Institute shares in Q1 2026, an estimated $132K.
  • The Oncology Institute made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4985 holding.
  • Wells Fargo first reported a position in The Oncology Institute in Q1 2022 and has held it in 12 quarters since.
  • Wells Fargo's The Oncology Institute position peaked at $298K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

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