Wellington Management Group
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Wellington Management Group’s C3.ai AI Stock Holding History

Wellington Management Group’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-130,068
Closed -$2.26M – 1918
2025
Q3 		$2.26M Buy
130,068
+3,601
+3% +$75.2K ﹤0.01% 1601
2025
Q2 		$3.11M Sell
126,467
-5,627
-4% -$129K ﹤0.01% 1477
2025
Q1 		$2.78M Buy
132,094
+7,595
+6% +$216K ﹤0.01% 1484
2024
Q4 		$4.29M Buy
+124,499
New +$3.87M ﹤0.01% 1382
2023
Q1 		– Sell
-57,547
Closed -$644K – 1986
2022
Q4 		$644K Buy
57,547
+36,981
+180% +$463K ﹤0.01% 1762
2022
Q3 		$257K Buy
+20,566
New +$369K ﹤0.01% 1942
2022
Q2 		– Sell
-25,130
Closed -$570K – 2062
2022
Q1 		$570K Buy
+25,130
New +$605K ﹤0.01% 1882
2021
Q1 		– Sell
-18,517
Closed -$2.57M – 2087
2020
Q4 		$2.57M Buy
+18,517
New +$2.48M ﹤0.01% 1438

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