Wellington Management Group
ZBIO

Wellington Management Group’s Zenas BioPharma ZBIO Stock Holding History

Wellington Management Group’s Portfolio ZBIO Stock Details ZBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4M Buy
1,246,053
+390,719
+46% +$8.77M ﹤0.01% 933
2025
Q4 		$31.1M Sell
855,334
-2,190
-0.3% -$72K 0.01% 878
2025
Q3 		$19M Sell
857,524
-21,394
-2% -$348K ﹤0.01% 1040
2025
Q2 		$8.52M Buy
878,918
+5,295
+0.6% +$51.6K ﹤0.01% 1251
2025
Q1 		$6.9M Sell
873,623
-261,666
-23% -$2.05M ﹤0.01% 1292
2024
Q4 		$9.17M Sell
1,135,289
-366,139
-24% -$5.71M ﹤0.01% 1217
2024
Q3 		$24.8M Buy
+1,501,428
New +$27M ﹤0.01% 897

Other funds holding ZBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

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

Wellington Management Group increased its Zenas BioPharma (ZBIO) stake by 46% in Q1 2026, buying an estimated $8.77M and bringing the position to 1,246,053 shares worth $24.4M. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Wellington Management Group first reported a position in ZBIO in Q3 2024 and has held it in 7 quarters since. The position peaked at $31.1M in Q4 2025. 139 funds tracked by Wall St. Rank hold ZBIO as of Q1 2026.

  • Wellington Management Group held 1,246,053 shares of Zenas BioPharma worth $24.4M as of Q1 2026.
  • Wellington Management Group bought 390,719 Zenas BioPharma shares in Q1 2026, an estimated $8.77M.
  • Zenas BioPharma made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #933 holding.
  • Wellington Management Group first reported a position in Zenas BioPharma in Q3 2024 and has held it in 7 quarters since.
  • Wellington Management Group's Zenas BioPharma position peaked at $31.1M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Zenas BioPharma as of Q1 2026.

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