WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,933 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 53.3M | $26.5B | 4.8% | $253.07 | +95.29% | 11 qtrssince 2022-Q4 | Increased 63 |
NVIDIA CORP | 146.2M | $23.1B | 4.2% | $118.61 | +32.98% | 11 qtrssince 2022-Q4 | Increased 63 |
BROADCOM INC | 57.5M | $15.9B | 2.9% | $164.35 | +66.51% | 11 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 76.4M | $15.7B | 2.8% | $165.52 | +23.36% | 11 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 61.9M | $13.6B | 2.5% | $96.99 | +130.24% | 11 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 66M | $11.6B | 2.1% | $116.33 | +53.23% | 11 qtrssince 2022-Q4 | Increased 64 |
ELI LILLY & CO | 14M | $10.9B | 2.0% | $454.79 | +69.96% | 11 qtrssince 2022-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 11M | $8.1B | 1.5% | $199.91 | +266.44% | 11 qtrssince 2022-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 24.2M | $7.6B | 1.4% | $500.22 | -39.00% | 11 qtrssince 2022-Q4 | Decreased 0 |
MASTERCARD INC - A | 12.3M | $6.9B | 1.3% | $406.74 | +34.74% | 11 qtrssince 2022-Q4 | Decreased 0 |
MERCK & CO. INC. | 76.9M | $6.1B | 1.1% | $101.01 | -23.12% | 11 qtrssince 2022-Q4 | Decreased 0 |
WELLS FARGO & CO | 74.7M | $6B | 1.1% | $53.14 | +46.70% | 11 qtrssince 2022-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 20.5M | $5.9B | 1.1% | $125.56 | +125.45% | 11 qtrssince 2022-Q4 | Decreased 0 |
NETFLIX INC | 4M | $5.3B | 1.0% | $52.70 | +151.06% | 11 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 14.9M | $4.8B | 0.9% | $170.93 | +84.23% | 11 qtrssince 2022-Q4 | Decreased 0 |
INTUIT INC | 5.9M | $4.6B | 0.8% | $585.53 | +31.96% | 11 qtrssince 2022-Q4 | Increased 47 |
GILEAD SCIENCES INC | 37.5M | $4.2B | 0.8% | $84.07 | +29.89% | 11 qtrssince 2022-Q4 | Increased 59 |
BANK OF AMERICA CORP | 87.3M | $4.1B | 0.7% | $37.76 | +22.64% | 11 qtrssince 2022-Q4 | Decreased 0 |
TJX COMPANIES INC | 32.6M | $4B | 0.7% | $75.66 | +60.74% | 11 qtrssince 2022-Q4 | Decreased 0 |
TEXAS INSTRUMENTS INC | 19.3M | $4B | 0.7% | $149.65 | +34.27% | 11 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $551B across 1933 positions as of Q2 2025. Top holdings: MSFT (4.8%), NVDA (4.2%), AVGO (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 139 new positions, 153 exits, 811 increased. Top move: GOOGL (INCREASED, conviction 64). Portfolio: $551.0B across 1933 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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