Wellington Management Group
DOCS icon

Wellington Management Group’s Doximity DOCS Stock Holding History

Wellington Management Group’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.6M Buy
2,513,649
+2,494,670
+13,144% +$77.7M 0.01% 691
2025
Q4 		$840K Buy
18,979
+2,224
+13% +$125K ﹤0.01% 1745
2025
Q3 		$1.23M Sell
16,755
-7,595
-31% -$495K ﹤0.01% 1736
2025
Q2 		$1.49M Buy
24,350
+12,711
+109% +$709K ﹤0.01% 1642
2025
Q1 		$675K Buy
11,639
+4,983
+75% +$315K ﹤0.01% 1780
2024
Q4 		$355K Buy
+6,656
New +$326K ﹤0.01% 1862
2024
Q3 		– Sell
-86,303
Closed -$2.41M – 1938
2024
Q2 		$2.41M Buy
86,303
+41,770
+94% +$1.1M ﹤0.01% 1477
2024
Q1 		$1.2M Buy
44,533
+7,650
+21% +$218K ﹤0.01% 1640
2023
Q4 		$1.03M Buy
36,883
+11,849
+47% +$280K ﹤0.01% 1620
2023
Q3 		$531K Buy
+25,034
New +$683K ﹤0.01% 1693
2023
Q2 		– Sell
-26,205
Closed -$849K – 1853
2023
Q1 		$849K Sell
26,205
-26,888
-51% -$892K ﹤0.01% 1698
2022
Q4 		$1.78M Buy
53,093
+28,480
+116% +$870K ﹤0.01% 1533
2022
Q3 		$744K Buy
24,613
+3,452
+16% +$126K ﹤0.01% 1706
2022
Q2 		$737K Buy
21,161
+8,673
+69% +$341K ﹤0.01% 1728
2022
Q1 		$650K Buy
12,488
+904
+8% +$45.5K ﹤0.01% 1825
2021
Q4 		$581K Buy
+11,584
New +$754K ﹤0.01% 1935

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