WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,887 positions
Microsoft Corp. | 58.8M | $24.7B | 4.4% | $235.68 | +75.11% | 6 qtrssince 2022-Q4 | Decreased 0 |
Amazon.com, Inc. | 82.6M | $14.9B | 2.6% | $96.99 | +85.99% | 6 qtrssince 2022-Q4 | Increased 58 |
UnitedHealth Group Inc. | 24.3M | $12B | 2.1% | $490.46 | -4.58% | 6 qtrssince 2022-Q4 | Decreased 0 |
Merck & Co., Inc | 86.3M | $11.4B | 2.0% | $99.41 | +22.78% | 6 qtrssince 2022-Q4 | Increased 55 |
NVIDIA Corp. | 12.5M | $11.3B | 2.0% | $36.53 | +146.67% | 6 qtrssince 2022-Q4 | Increased 60 |
Alphabet Inc. | 73.1M | $11B | 2.0% | $91.96 | +62.58% | 6 qtrssince 2022-Q4 | Decreased 0 |
Apple Inc. | 59.8M | $10.3B | 1.8% | $133.73 | +26.85% | 6 qtrssince 2022-Q4 | Decreased 0 |
Meta Platforms Inc | 17.8M | $8.6B | 1.5% | $140.53 | +242.62% | 6 qtrssince 2022-Q4 | Decreased 0 |
Eli Lilly & Co. | 11M | $8.6B | 1.5% | $355.22 | +115.32% | 6 qtrssince 2022-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 39M | $7.8B | 1.4% | $124.38 | +52.80% | 6 qtrssince 2022-Q4 | Decreased 0 |
Danaher Corporation | 26.7M | $6.7B | 1.2% | $226.99 | +8.33% | 6 qtrssince 2022-Q4 | Decreased 0 |
The Procter & Gamble Co. | 33.3M | $5.4B | 1.0% | $137.19 | +10.67% | 6 qtrssince 2022-Q4 | Decreased 0 |
MasterCard Incorporated | 10.6M | $5.1B | 0.9% | $340.00 | +39.55% | 6 qtrssince 2022-Q4 | Decreased 0 |
The TJX Companies Inc. | 49.5M | $5B | 0.9% | $75.66 | +29.84% | 6 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 22M | $5B | 0.9% | $157.54 | +40.61% | 6 qtrssince 2022-Q4 | Increased 55 |
PFIZER INC | 177.7M | $4.9B | 0.9% | $38.89 | -39.47% | 6 qtrssince 2022-Q4 | Decreased 0 |
Visa Inc | 17.4M | $4.9B | 0.9% | $201.90 | +35.65% | 6 qtrssince 2022-Q4 | Decreased 0 |
Texas Instruments Inc. | 24.8M | $4.3B | 0.8% | $149.55 | +8.73% | 6 qtrssince 2022-Q4 | Increased 45 |
Accenture PLC | 12M | $4.1B | 0.7% | $265.98 | +26.91% | 6 qtrssince 2022-Q4 | Increased 50 |
General Dynamics Corporation | 14.4M | $4.1B | 0.7% | $226.22 | +19.00% | 6 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $564.4B across 1887 positions as of Q1 2024. Top holdings: MSFT (4.4%), AMZN (2.6%), UNH (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 193 new positions, 130 exits, 758 increased. Top move: NVDA (INCREASED, conviction 60). Portfolio: $564.4B across 1887 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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