WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,887 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 58.8M | $24.7B | 4.4% | $236.96 | +75.27% | 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% | $500.04 | -4.56% | 6 qtrssince 2022-Q4 | Decreased 0 |
MERCK & CO. INC. | 86.3M | $11.4B | 2.0% | $101.26 | +23.03% | 6 qtrssince 2022-Q4 | Increased 55 |
NVIDIA CORP | 12.5M | $11.3B | 2.0% | $36.23 | +149.29% | 6 qtrssince 2022-Q4 | Increased 60 |
ALPHABET INC-CL A | 73.1M | $11B | 2.0% | $91.70 | +63.36% | 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-CLASS A | 17.8M | $8.6B | 1.5% | $139.97 | +244.87% | 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% | $125.56 | +52.83% | 6 qtrssince 2022-Q4 | Decreased 0 |
DANAHER CORP | 26.7M | $6.7B | 1.2% | $228.26 | +8.37% | 6 qtrssince 2022-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 33.3M | $5.4B | 1.0% | $137.19 | +10.67% | 6 qtrssince 2022-Q4 | Decreased 0 |
MASTERCARD INC - A | 10.6M | $5.1B | 0.9% | $341.16 | +39.55% | 6 qtrssince 2022-Q4 | Decreased 0 |
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% | $158.38 | +40.69% | 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-CLASS A SHARES | 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-CL A | 12M | $4.1B | 0.7% | $265.98 | +26.91% | 6 qtrssince 2022-Q4 | Increased 50 |
GENERAL DYNAMICS CORP | 14.4M | $4.1B | 0.7% | $228.24 | +19.02% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 191 new positions, 128 exits, 759 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