Wellington Management Group LLP Purchases in Q1 2025

Wellington Management Group LLP

  • $503 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RVMD
Revolution Medicines, Inc.

Healthcare
11.8M
New
$35.36 - $44.42 $417M - $524M
11.8M $417M
IDA
Idacorp Inc

Utilities
3.54M
New
$105.58 - $119.04 $373M - $421M
3.54M $411M
CADE
Cadence Bank

Financial Services
13.5M
New
$29.1 - $35.93 $392M - $484M
13.5M $409M
SHW
Sherwin Williams CO

Basic Materials
1.16M
New
$330.16 - $365.55 $384M - $425M
1.16M $406M
SKY
Skyline Champion Corp

Consumer Cyclical
4.25M
New
$85.72 - $108.14 $364M - $459M
4.25M $402M
BLDR
Builders First Source, Inc.

Industrials
3.22M
New
$122.8 - $173.51 $395M - $558M
3.22M $402M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
13.6M
New
$26.47 - $29.92 $360M - $407M
13.6M $398M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
6.13M
New
N/A
6.13M $397M
IT
Gartner Inc

Technology
944K
New
$418.25 - $548.38 $395M - $518M
944K $396M
CDW
Cdw Corp

Technology
2.46M
New
$160.26 - $206.13 $395M - $508M
2.46M $395M
PLD
Prologis, Inc.

Real Estate
3.45M
New
$103.59 - $124.04 $357M - $428M
3.45M $385M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.69M
New
$221.78 - $273.45 $375M - $463M
1.69M $385M
ABBV
Abb Vie Inc.

Healthcare
1.81M
New
$169.2 - $216.66 $307M - $393M
1.81M $380M
AGO
Assured Guaranty LTD

Financial Services
4.29M
New
$82.9 - $95.47 $356M - $410M
4.29M $378M
ADBE
Adobe Inc.

Technology
975K
New
$377.84 - $464.11 $368M - $452M
975K $374M
VOYA
Voya Financial, Inc.

Financial Services
5.51M
New
$65.1 - $75.67 $359M - $417M
5.51M $374M
UBS
Ubs Group Ag

Financial Services
12.2M
New
$30.28 - $35.78 $368M - $435M
12.2M $372M
OMC
Omnicom Group Inc.

Communication Services
4.48M
New
$79.43 - $88.34 $356M - $396M
4.48M $372M
PTC
Ptc Inc.

Technology
2.37M
New
$153.3 - $193.48 $363M - $459M
2.37M $367M
EHC
Encompass Health Corp

Healthcare
3.62M
New
$91.05 - $102.2 $329M - $370M
3.62M $366M
VEEV
Veeva Systems Inc

Healthcare
1.58M
New
$210.58 - $246.8 $332M - $389M
1.58M $365M
VLO
Valero Energy Corp

Energy
2.72M
New
$121.76 - $142.99 $331M - $388M
2.72M $359M
WTW
Willis Towers Watson PLC

Financial Services
1.06M
New
$306.61 - $340.78 $324M - $360M
1.06M $357M
MDT
Medtronic PLC

Healthcare
3.97M
New
$79.84 - $94.5 $317M - $375M
3.97M $357M
GNTX
Gentex Corp

Consumer Cyclical
15.3M
New
$23.3 - $28.48 $355M - $434M
15.3M $355M
SNV
Synovus Financial Corp

Financial Services
7.58M
New
$43.7 - $56.87 $331M - $431M
7.58M $354M
CBT
Cabot Corp

Basic Materials
4.24M
New
$81.12 - $92.51 $344M - $392M
4.24M $352M
FSLR
First Solar, Inc.

Technology
2.77M
New
$126.34 - $197.73 $349M - $547M
2.77M $350M
NVR
Nvr Inc

Consumer Cyclical
48K
New
$7062.02 - $8382.63 $339M - $402M
48K $348M
IR
Ingersoll Rand Inc.

Industrials
4.26M
New
$79.44 - $94.23 $339M - $402M
4.26M $341M
CACI
Caci International Inc

Technology
794K
New
N/A
794K $339M
CNQ
Canadian Natural Resources LTD

Energy
10.9M
New
$26.72 - $32.74 $292M - $358M
10.9M $337M
POOL
Pool Corp

Industrials
1.05M
New
$314.92 - $364.31 $332M - $384M
1.05M $336M
NVS
Novartis Ag

Healthcare
2.99M
New
$97.14 - $115.57 $291M - $346M
2.99M $333M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
10.9M
New
$28.17 - $45.41 $306M - $494M
10.9M $330M
CAH
Cardinal Health Inc

Healthcare
2.38M
New
$118.02 - $137.77 $281M - $328M
2.38M $328M
DOV
Dover Corp

Industrials
1.85M
New
$174.65 - $206.43 $323M - $382M
1.85M $325M
VB
Vanguard Small Cap ETF

ETFs
1.47M
New
$217.89 - $252.64 $319M - $370M
1.47M $325M
MORN
Morningstar, Inc.

Financial Services
1.08M
New
$282.49 - $334.73 $305M - $361M
1.08M $324M
ALGN
Align Technology Inc

Healthcare
2.03M
New
$158.86 - $234.89 $323M - $477M
2.03M $323M
T
At&T Inc.

Communication Services
11.4M
New
$21.56 - $28.28 $245M - $321M
11.4M $321M
CYTK
Cytokinetics Inc

Healthcare
7.99M
New
$40.19 - $51.12 $321M - $408M
7.99M $321M
CYBR
Cyber Ark Software Ltd.

Technology
933K
New
$312.8 - $414.31 $292M - $387M
933K $315M
HDB
Hdfc Bank LTD

Financial Services
4.74M
New
$58.06 - $66.85 $275M - $317M
4.74M $315M
GWRE
Guidewire Software, Inc.

Technology
1.67M
New
$166.74 - $218.22 $279M - $365M
1.67M $313M
PFGC
Performance Food Group CO

Consumer Defensive
3.97M
New
$74.86 - $90.93 $297M - $361M
3.97M $312M
FANG
Diamondback Energy, Inc.

Energy
1.95M
New
$139.9 - $180.18 $273M - $351M
1.95M $312M
UDR
Udr, Inc.

Real Estate
6.9M
New
$40.09 - $46.04 $276M - $318M
6.9M $312M
VRT
Vertiv Holdings CO

Industrials
3.59M
New
N/A
3.59M $311M
Activity Summary
Buys All Purchases 1915 New Holdings 1914 Increased Positions 1 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 1 Puts 15
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