WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,887 positions
Microsoft Corp. | 58.8M | $24.7B | 4.4% | $143.84 | +186.91% | 19 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com Inc | 82.6M | $14.9B | 2.6% | $121.93 | +47.94% | 19 qtrssince 2019-Q3 | Increased 58 |
UnitedHealth Group Inc | 24.3M | $12B | 2.1% | $213.22 | +119.49% | 19 qtrssince 2019-Q3 | Decreased 0 |
Merck & Co Inc | 86.3M | $11.4B | 2.0% | $83.48 | +46.21% | 19 qtrssince 2019-Q3 | Increased 55 |
Nvidia Corp | 12.5M | $11.3B | 2.0% | $38.49 | +134.07% | 19 qtrssince 2019-Q3 | Increased 60 |
Alphabet Inc | 73.1M | $11B | 2.0% | $75.88 | +97.03% | 19 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc | 59.8M | $10.3B | 1.8% | $86.75 | +95.54% | 19 qtrssince 2019-Q3 | Decreased 0 |
Meta Platforms Inc | 17.8M | $8.6B | 1.5% | $204.84 | +135.06% | 19 qtrssince 2019-Q3 | Decreased 0 |
Eli Lilly & Co | 11M | $8.6B | 1.5% | $121.16 | +531.25% | 19 qtrssince 2019-Q3 | Decreased 0 |
JPMorgan Chase & Co | 39M | $7.8B | 1.4% | $101.47 | +86.37% | 19 qtrssince 2019-Q3 | Decreased 0 |
Danaher Corp | 26.7M | $6.7B | 1.2% | $164.82 | +49.19% | 19 qtrssince 2019-Q3 | Decreased 0 |
Procter & Gamble Co/The | 33.3M | $5.4B | 1.0% | $108.40 | +40.06% | 19 qtrssince 2019-Q3 | Decreased 0 |
MasterCard Inc | 10.6M | $5.1B | 0.9% | $323.01 | +46.67% | 19 qtrssince 2019-Q3 | Decreased 0 |
TJX Companies Inc. | 49.5M | $5B | 0.9% | $51.50 | +90.77% | 19 qtrssince 2019-Q3 | Decreased 0 |
American Express Co | 22M | $5B | 0.9% | $127.43 | +73.30% | 19 qtrssince 2019-Q3 | Increased 55 |
PFIZER INC | 177.7M | $4.9B | 0.9% | $25.41 | -7.36% | 19 qtrssince 2019-Q3 | Decreased 0 |
Visa Inc | 17.4M | $4.9B | 0.9% | $183.22 | +49.48% | 19 qtrssince 2019-Q3 | Decreased 0 |
Texas Instruments Inc | 24.8M | $4.3B | 0.8% | $125.88 | +29.19% | 19 qtrssince 2019-Q3 | Increased 45 |
Accenture PLC | 12M | $4.1B | 0.7% | $209.50 | +56.61% | 19 qtrssince 2019-Q3 | Increased 50 |
General Dynamics Corporation | 14.4M | $4.1B | 0.7% | $159.49 | +67.98% | 19 qtrssince 2019-Q3 | 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.
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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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