Wellington Management Group
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Wellington Management Group’s WaFd WAFD Stock Holding History

Wellington Management Group’s Portfolio WAFD Stock Details WAFD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.02M Buy
2020
Q3 		– Sell
2020
Q2 		$506K Buy
2016
Q3 		– Sell
2016
Q2 		$400K Hold
2016
Q1 		$373K Sell
2015
Q4 		$639K Buy