WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,927 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 89.2M | $22.3B | 4.1% | $165.52 | +50.20% | 9 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 53M | $22.3B | 4.1% | $237.08 | +77.88% | 9 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORP | 141.9M | $19B | 3.5% | $115.96 | +18.54% | 9 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 66.4M | $14.6B | 2.7% | $96.99 | +128.18% | 9 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 66.1M | $12.5B | 2.3% | $105.22 | +81.04% | 9 qtrssince 2022-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 23.4M | $11.8B | 2.2% | $499.63 | -0.81% | 9 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 46.5M | $10.8B | 2.0% | $164.72 | +41.73% | 9 qtrssince 2022-Q4 | Decreased 0 |
ELI LILLY & CO | 12.6M | $9.7B | 1.8% | $420.14 | +81.51% | 9 qtrssince 2022-Q4 | Increased 59 |
MERCK & CO. INC. | 80.7M | $8B | 1.5% | $101.17 | -6.29% | 9 qtrssince 2022-Q4 | Increased 54 |
JPMORGAN CHASE & CO | 29.3M | $7B | 1.3% | $125.56 | +85.82% | 9 qtrssince 2022-Q4 | Decreased 0 |
WELLS FARGO & CO | 87.3M | $6.1B | 1.1% | $51.83 | +30.48% | 9 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.8M | $5.7B | 1.0% | $139.97 | +321.07% | 9 qtrssince 2022-Q4 | Decreased 0 |
MASTERCARD INC - A | 9.8M | $5.1B | 0.9% | $356.29 | +46.44% | 9 qtrssince 2022-Q4 | Increased 49 |
DANAHER CORP | 21.3M | $4.9B | 0.9% | $228.26 | -0.02% | 9 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 15.9M | $4.7B | 0.9% | $158.38 | +85.32% | 9 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL C | 23M | $4.4B | 0.8% | $93.03 | +106.32% | 9 qtrssince 2022-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 12.2M | $4.3B | 0.8% | $281.12 | +23.62% | 9 qtrssince 2022-Q4 | Increased 54 |
TJX COMPANIES INC | 34.8M | $4.2B | 0.8% | $75.66 | +56.27% | 9 qtrssince 2022-Q4 | Decreased 0 |
TESLA INC | 10.2M | $4.1B | 0.8% | $271.48 | +53.76% | 9 qtrssince 2022-Q4 | Increased 59 |
MCDONALDS CORP | 14M | $4.1B | 0.7% | $246.35 | +14.88% | 9 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $546.2B across 1927 positions as of Q4 2024. Top holdings: AAPL (4.1%), MSFT (4.1%), NVDA (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 157 new positions, 147 exits, 760 increased. Top move: GOOGL (INCREASED, conviction 63). Portfolio: $546.2B across 1927 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