Wellington Management Group
PXED

Wellington Management Group’s Phoenix Education Partners PXED Stock Holding History

Wellington Management Group’s Portfolio PXED Stock Details PXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4M Buy
743,112
+241,997
+48% +$7.23M ﹤0.01% 987
2026
Q1 		$15.8M Buy
501,115
+152,637
+44% +$4.56M ﹤0.01% 1109
2025
Q4 		$10.6M Buy
+348,478
New +$11.7M ﹤0.01% 1239

Other funds holding PXED

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group's PXED Position: Q2 2026 in Review

Wellington Management Group increased its Phoenix Education Partners (PXED) stake by 48% in Q2 2026, buying an estimated $7.23M and bringing the position to 743,112 shares worth $24.4M. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Wellington Management Group first reported a position in PXED in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold PXED as of Q2 2026.

  • Wellington Management Group held 743,112 shares of Phoenix Education Partners worth $24.4M as of Q2 2026.
  • Wellington Management Group bought 241,997 Phoenix Education Partners shares in Q2 2026, an estimated $7.23M.
  • Phoenix Education Partners made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #987 holding.
  • Wellington Management Group first reported a position in Phoenix Education Partners in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.