WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,912 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 140.7M | $26.2B | 4.6% | $118.61 | +58.12% | 13 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 48.9M | $23.7B | 4.1% | $253.07 | +92.63% | 13 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 77.3M | $21B | 3.7% | $173.21 | +56.53% | 13 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 57.3M | $17.9B | 3.1% | $116.33 | +169.80% | 13 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 47.4M | $16.4B | 2.9% | $168.42 | +107.72% | 13 qtrssince 2022-Q4 | Increased 56 |
AMAZON.COM INC | 66.2M | $15.3B | 2.7% | $112.77 | +106.21% | 13 qtrssince 2022-Q4 | Increased 62 |
ELI LILLY & CO | 13.4M | $14.4B | 2.5% | $466.75 | +129.14% | 13 qtrssince 2022-Q4 | Decreased 0 |
MERCK & CO. INC. | 86.4M | $9.1B | 1.6% | $101.66 | +4.33% | 13 qtrssince 2022-Q4 | Increased 58 |
MASTERCARD INC - A | 13.5M | $7.7B | 1.4% | $422.00 | +36.62% | 13 qtrssince 2022-Q4 | Increased 55 |
WELLS FARGO & CO | 72.4M | $6.7B | 1.2% | $55.84 | +64.19% | 13 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 8.8M | $5.8B | 1.0% | $199.91 | +233.13% | 13 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 15.7M | $5.2B | 0.9% | $500.22 | -33.60% | 13 qtrssince 2022-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 23.2M | $4.8B | 0.8% | $158.24 | +30.76% | 13 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL C | 15.3M | $4.8B | 0.8% | $101.10 | +211.14% | 13 qtrssince 2022-Q4 | Decreased 0 |
TESLA INC | 10.3M | $4.6B | 0.8% | $302.00 | +50.47% | 13 qtrssince 2022-Q4 | Increased 51 |
SEMPRA ENERGY | 46.6M | $4.1B | 0.7% | $69.98 | +27.31% | 13 qtrssince 2022-Q4 | Decreased 0 |
HOME DEPOT INC | 10.7M | $3.7B | 0.6% | $340.96 | +1.58% | 13 qtrssince 2022-Q4 | Increased 48 |
NASDAQ OMX GROUP/THE | 37.7M | $3.7B | 0.6% | $71.85 | +36.64% | 13 qtrssince 2022-Q4 | Decreased 0 |
WELLTOWER INC | 18.7M | $3.5B | 0.6% | $79.30 | +131.56% | 13 qtrssince 2022-Q4 | Decreased 0 |
DANAHER CORP | 15.1M | $3.5B | 0.6% | $228.50 | +0.95% | 13 qtrssince 2022-Q4 | Increased 50 |
WELLINGTON MANAGEMENT GROUP LLP manages $570.7B across 1912 positions as of Q4 2025. Top holdings: NVDA (4.6%), MSFT (4.1%), AAPL (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 145 new positions, 189 exits, 758 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $570.7B across 1912 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