Wellington Management Group
PIPR icon

Wellington Management Group’s Piper Sandler PIPR Stock Holding History

Wellington Management Group’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.5M Sell
294,563
-32,581
-10% -$2.67M ﹤0.01% 956
2025
Q4 		$27.8M Sell
327,144
-115,808
-26% -$9.78M ﹤0.01% 918
2025
Q3 		$38.4M Buy
+442,952
New +$36.1M 0.01% 814
2023
Q2 		– Sell
-8,696
Closed -$301K – 1962
2023
Q1 		$301K Buy
+8,696
New +$310K ﹤0.01% 1921
2021
Q2 		– Sell
-10,392
Closed -$285K – 2217
2021
Q1 		$285K Buy
+10,392
New +$276K ﹤0.01% 1996
2017
Q2 		– Sell
-63,564
Closed -$1.01M – 2278
2017
Q1 		$1.01M Buy
+63,564
New +$1.13M ﹤0.01% 1919
2014
Q2 		– Sell
-38,396
Closed -$440K – 2209
2014
Q1 		$440K Buy
+38,396
New +$391K ﹤0.01% 2008

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return