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
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 $7.6B AUM 23.97% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wellington Management Group's PXED Position: Q1 2026 in Review

Wellington Management Group increased its Phoenix Education Partners (PXED) stake by 44% in Q1 2026, buying an estimated $4.56M and bringing the position to 501,115 shares worth $15.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Wellington Management Group first reported a position in PXED in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold PXED as of Q1 2026.

  • Wellington Management Group held 501,115 shares of Phoenix Education Partners worth $15.8M as of Q1 2026.
  • Wellington Management Group bought 152,637 Phoenix Education Partners shares in Q1 2026, an estimated $4.56M.
  • Phoenix Education Partners made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1109 holding.
  • Wellington Management Group first reported a position in Phoenix Education Partners in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.