Wellington Management Group LLP Portfolio Holdings

Wellington Management Group LLP

  • $531 Billion
  • Q4 2024

Wellington Management Group LLP has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $531 Billion distributed in 7219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.3B, Microsoft Corp with a value of $22.3B, Nvidia Corp with a value of $19B, Amazon Com Inc with a value of $14.6B, and Alphabet Inc. with a value of $12.5B.

Examining the 13F form we can see an decrease of $25.7B in the current position value, from $557B to 531B.

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 $531 Billion
Technology: $127 Billion
Healthcare: $95.2 Billion
Financial Services: $78.5 Billion
Consumer Cyclical: $54.5 Billion
Industrials: $49 Billion
Communication Services: $36 Billion
Energy: $23.7 Billion
Consumer Defensive: $21.3 Billion
Other: $45.6 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.6 Million 0.01% of portfolio
1,952,884
Q4 2024 Added 24.78%
$34.4M
$517,000 0.0% of portfolio
93,289
Q4 2024 New
$25.5M
$202,000 0.0% of portfolio
237,850
Q4 2024 Added 17.77%
$0
$0 0.0% of portfolio
310,367
Q4 2024 Reduced 11.19%
$0
$0 0.0% of portfolio
43,919
Q4 2024 New
$15.2M
$353,000 0.0% of portfolio
1,413,402
Q4 2024 New
$40M
$617,000 0.0% of portfolio
101,055
Q4 2024 Added 2.76%
$32.4M
$180,000 0.0% of portfolio
47,506
Q4 2024 Added 17.25%
$0
$0 0.0% of portfolio
163,252
Q4 2024 Added 0.56%
$42.2M
$401,000 0.0% of portfolio
132,895
Q4 2024 Added 5.18%

Summary

  • Portfolio
  • No. of Stocks 7,219
  • Current Value $531 Billion
  • Prior Value $557 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 159 stocks
  • Additional Purchases 758 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 933 stocks
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