Wellington Management Group LLP Portfolio Holdings

Wellington Management Group LLP

  • $557 Billion
  • Q3 2024

Wellington Management Group LLP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $557 Billion distributed in 7152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.3B, Apple Inc. with a value of $22.5B, Nvidia Corp with a value of $17.8B, Unitedhealth Group Inc with a value of $14.5B, and Amazon Com Inc with a value of $13.1B.

Examining the 13F form we can see an increase of $8.24B in the current position value, from $548B to 557B.

Wellington Management Group LLP is based out at Boston, MA

Below you can find more details about Wellington Management Group LLP portfolio as well as his latest detailed transactions.

Portfolio value $557 Billion
Technology: $128 Billion
Healthcare: $109 Billion
Financial Services: $78.5 Billion
Industrials: $53.3 Billion
Consumer Cyclical: $53.2 Billion
Communication Services: $33.3 Billion
Energy: $25 Billion
Consumer Defensive: $23.5 Billion
Other: $52.3 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.8 Million 0.01% of portfolio
1,565,118
Q3 2024 Reduced 15.12%
$31.2M
$112,000 0.0% of portfolio
59,608
Q3 2024 New
$41.8M
$1.72 Million 0.0% of portfolio
201,966
Q3 2024 New
$46.2M
$294,000 0.0% of portfolio
52,804
Q3 2024 New
$0
$0 0.0% of portfolio
349,467
Q3 2024 Reduced 30.87%
$0
$49,000 0.0% of portfolio
21,934
Q1 2024 New
$0
$0 0.0% of portfolio
162,335
Q3 2024 Added 38.89%
$0
$2.79 Million 0.0% of portfolio
266,804
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 7,152
  • Current Value $557 Billion
  • Prior Value $548 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 184 stocks
  • Additional Purchases 695 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 956 stocks
Track This Portfolio

Track Wellington Management Group LLP Portfolio

Follow Wellington Management Group LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellington Management Group LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Management Group LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email