WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,910 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 54M | $23.3B | 4.1% | $237.08 | +78.86% | 8 qtrssince 2022-Q4 | Increased 58 |
APPLE INC | 96.4M | $22.5B | 3.9% | $165.52 | +39.60% | 8 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORP | 146.5M | $17.8B | 3.1% | $115.96 | +4.66% | 8 qtrssince 2022-Q4 | Increased 62 |
UNITEDHEALTH GROUP INC | 24.9M | $14.5B | 2.5% | $499.63 | +13.22% | 8 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 70.4M | $13.1B | 2.3% | $96.99 | +93.81% | 8 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 57M | $9.5B | 1.7% | $91.70 | +77.89% | 8 qtrssince 2022-Q4 | Decreased 0 |
ELI LILLY & CO | 10.6M | $9.4B | 1.6% | $355.22 | +145.97% | 8 qtrssince 2022-Q4 | Decreased 0 |
MERCK & CO. INC. | 75.8M | $8.6B | 1.5% | $101.59 | +7.00% | 8 qtrssince 2022-Q4 | Increased 53 |
BROADCOM INC | 49.7M | $8.6B | 1.5% | $164.72 | +3.62% | 8 qtrssince 2022-Q4 | Increased 81 |
DANAHER CORP | 23.3M | $6.5B | 1.1% | $228.26 | +19.78% | 8 qtrssince 2022-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 29.8M | $6.3B | 1.1% | $125.56 | +62.45% | 8 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.7M | $6.1B | 1.1% | $139.97 | +303.74% | 8 qtrssince 2022-Q4 | Decreased 0 |
WELLS FARGO & CO | 91.2M | $5.2B | 0.9% | $51.83 | +4.34% | 8 qtrssince 2022-Q4 | Increased 56 |
PFIZER INC | 163.7M | $4.7B | 0.8% | $38.89 | -35.02% | 8 qtrssince 2022-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 27.1M | $4.7B | 0.8% | $137.19 | +19.62% | 8 qtrssince 2022-Q4 | Decreased 0 |
MCDONALDS CORP | 15.1M | $4.6B | 0.8% | $246.35 | +19.75% | 8 qtrssince 2022-Q4 | Increased 45 |
S&P GLOBAL INC | 8.9M | $4.6B | 0.8% | $366.05 | +38.80% | 8 qtrssince 2022-Q4 | Increased 47 |
TEXAS INSTRUMENTS INC | 22M | $4.6B | 0.8% | $149.65 | +30.62% | 8 qtrssince 2022-Q4 | Decreased 0 |
TJX COMPANIES INC | 37.7M | $4.4B | 0.8% | $75.66 | +51.57% | 8 qtrssince 2022-Q4 | Decreased 0 |
MASTERCARD INC - A | 8.9M | $4.4B | 0.8% | $341.16 | +43.46% | 8 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $571B across 1910 positions as of Q3 2024. Top holdings: MSFT (4.1%), AAPL (3.9%), NVDA (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 184 new positions, 162 exits, 695 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $571.0B across 1910 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