Wellington Management Group
U icon

Wellington Management Group’s Unity U Stock Holding History

Wellington Management Group’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218M Sell
9,918,411
-5,567,935
-36% -$154M 0.04% 364
2025
Q4 		$684M Sell
15,486,346
-2,727,529
-15% -$111M 0.12% 168
2025
Q3 		$729M Buy
18,213,875
+6,737,677
+59% +$250M 0.13% 167
2025
Q2 		$278M Buy
11,476,198
+1,097,301
+11% +$24.1M 0.05% 286
2025
Q1 		$203M Buy
10,378,897
+6,232,303
+150% +$141M 0.04% 343
2024
Q4 		$93.2M Sell
4,146,594
-1,325,891
-24% -$29.5M 0.02% 547
2024
Q3 		$124M Buy
5,472,485
+1,260,127
+30% +$21.8M 0.02% 490
2024
Q2 		$68.5M Buy
4,212,358
+339,947
+9% +$7.27M 0.01% 628
2024
Q1 		$103M Buy
3,872,411
+2,274,191
+142% +$71.5M 0.02% 552
2023
Q4 		$65.4M Buy
1,598,220
+1,583,096
+10,467% +$48.8M 0.01% 653
2023
Q3 		$475K Buy
15,124
+1,633
+12% +$62.9K ﹤0.01% 1705
2023
Q2 		$586K Sell
13,491
-20,818
-61% -$667K ﹤0.01% 1670
2023
Q1 		$1.11M Buy
34,309
+23,240
+210% +$747K ﹤0.01% 1628
2022
Q4 		$316K Buy
+11,069
New +$347K ﹤0.01% 1888

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
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
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return