Wells Fargo & Company shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 91k | 83.82 |
| 2025-06-30 | $936k | 12k | 80.12 |
| 2025-03-31 | $751k | 11k | 71.78 |
| 2024-12-31 | $877k | 13k | 70.25 |
| 2024-09-30 | $3.1M | 51k | 62.16 |
| 2024-06-30 | $4.5M | 76k | 59.39 |
| 2024-03-31 | $5.7M | 98k | 57.96 |
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