WELLS FARGO & COMPANY/MN
Top Portfolio Positions
4,435 positions ·
$313,870,552,513 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
61,801,086 | $15,684,497,613 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
33,827,214 | $12,521,819,803 | 3.99% | |
| NVDA |
Nvidia Corp
Technology
|
60,434,815 | $10,539,831,733 | 3.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,330,486 | $8,669,348,262 | 2.76% | |
| AVGO |
Broadcom Inc.
Technology
|
26,192,540 | $8,106,853,052 | 2.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,917,601 | $8,027,985,340 | 2.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,171,848 | $7,950,050,780 | 2.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,733,773 | $7,349,679,099 | 2.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,034,231 | $6,775,749,389 | 2.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,895,119 | $5,661,294,430 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,793,781 | 707,581 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $24,848,500 | 679,292 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,163,859 | 660,370 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $22,899,913 | 632,944 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,325,524 | 624,632 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,963,359 | 598,402 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $19,168,027 | 584,213 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,333,164 | 524,640 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,944,412 | 517,226 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,655,880 | 473,294 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,261,129 | 456,841 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,357,014 | 450,657 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $12,846,518 | 452,661 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,518,266 | 442,811 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,018,205 | 441,197 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,223,732 | 426,572 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,068,986 | 406,971 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,027,138 | 399,406 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,192,545 | 402,580 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,010,485 | 495,788 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,241,076 | 395,256 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,415,178 | 378,627 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $12,032,349 | 384,543 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $12,473,121 | 413,291 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,979,595 | 381,899 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||