Wellington Management Group

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Quarters 52

2025-12-31 $570.66B

Positions 1,878

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Quarter Analysis

13F change notes for Wellington Management Group in 2025-12-31.

Wellington's pre-trim quarter — book steady at $571B with small adjustments across the top. AMZN actually +13% in shares is notable; the Q1 reversal trims AMZN. GOOGL trimmed -13% even in Q4. The platform was already de-weighting mega-cap-tech before Q1 amplified it.

★ HELD
NVIDIA CORPORATION NVDA
49 quarters held at +276% unrealized; shares -2% — quiet.
★ HELD
AMAZON COM INC AMZN
Shares +13% — the lone aggressive add this quarter; reverses to -6% next quarter.
★ HELD
ALPHABET INC GOOGL
Cut -13% at +234% unrealized — Wellington starting the GOOGL trim early.
★ HELD
ELI LILLY & CO LLY
51 quarters held at +268% unrealized — the steady pharma compounder.
• CONTEXT

Quiet platform quarter with the early signs of the broader mega-cap-tech trim already visible in GOOGL and APPL.