Wellington Management Group LLP Purchases in Q2 2025

Wellington Management Group LLP

  • $529 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XMTR
Xometry, Inc.

Industrials
314K
+ 71.97%
$19.34 - $36.75 $6.07M - $11.5M
750K $25.3M
CMPO
Compo Secure, Inc.

Industrials
591K
+ 32.51%
$9.65 - $14.46 $5.71M - $8.55M
2.41M $34M
MRC
Mrc Global Inc.

Energy
506K
+ 16.3%
$9.46 - $14.89 $4.79M - $7.54M
3.61M $49.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
184K
New
$68.13 - $74.77 $12.5M - $13.7M
184K $13.4M
AMRC
Ameresco, Inc.

Industrials
654K
+ 59.43%
$8.66 - $16.53 $5.66M - $10.8M
1.75M $26.6M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
398K
+ 1625.65%
$24.53 - $35.75 $9.75M - $14.2M
422K $14M
EME
Emcor Group, Inc.

Industrials
8.91K
+ 17.44%
$342.02 - $534.89 $3.05M - $4.77M
60K $32.1M
MOS
Mosaic CO

Basic Materials
213K
+ 37.87%
$22.76 - $36.95 $4.85M - $7.87M
775K $28.3M
OBT
Orange County Bancorp, Inc.

Financial Services
457K
+ 89.77%
$21.34 - $26.92 $9.76M - $12.3M
966K $25M
AGNC
Agnc Investment Corp.

Real Estate
1.41M
+ 2767.42%
$8.12 - $9.49 $11.4M - $13.3M
1.46M $13.4M
NPO
Enpro Industries, Inc

Industrials
23.8K
+ 8.87%
$137.27 - $193.1 $3.27M - $4.6M
293K $56M
NVMI
Nova Ltd.

Technology
37.9K
+ 161.01%
$162.03 - $275.2 $6.14M - $10.4M
61.4K $16.9M
DT
Dynatrace, Inc.

Technology
112K
+ 14.28%
$41.21 - $55.9 $4.61M - $6.26M
896K $49.5M
EZPW
Ezcorp Inc

Financial Services
899K
New
$12.97 - $16.38 $11.7M - $14.7M
899K $12.5M
CX
Cemex Sab De Cv

Basic Materials
1.5M
+ 95.76%
$5.02 - $7.19 $7.52M - $10.8M
3.06M $21.2M
SRRK
Scholar Rock Holding Corp

Healthcare
180K
+ 9.75%
$24.47 - $36.39 $4.4M - $6.55M
2.02M $71.7M
CAT
Caterpillar Inc

Industrials
14.4K
+ 12.51%
$273.94 - $388.21 $3.93M - $5.57M
129K $50.1M
BKD
Brookdale Senior Living Inc.

Healthcare
911K
+ 10.82%
$5.13 - $7.1 $4.67M - $6.47M
9.33M $64.9M
NVST
Envista Holdings Corp

Healthcare
626K
New
$14.76 - $19.67 $9.24M - $12.3M
626K $12.2M
KALU
Kaiser Aluminum Corp

Basic Materials
42.7K
+ 9.4%
$50.21 - $80.95 $2.14M - $3.46M
497K $39.7M
DTM
Dt Midstream, Inc.

Energy
109K
New
$87.23 - $109.91 $9.54M - $12M
109K $12M
SPXC
Spx Corp

Industrials
20.1K
+ 9.06%
$120.66 - $167.68 $2.43M - $3.37M
242K $40.6M
MCB
Metropolitan Bank Holding Corp.

Financial Services
124K
+ 52.93%
$48.93 - $70.14 $6.07M - $8.7M
359K $25.1M
MTG
Mgic Investment Corp

Financial Services
7.44K
+ 0.2%
$22.43 - $28.1 $167K - $209K
3.76M $105M
THC
Tenet Healthcare Corp

Healthcare
66.1K
New
$110.41 - $176.0 $7.29M - $11.6M
66.1K $11.6M
SHBI
Shore Bancshares Inc

Financial Services
714K
+ 404.49%
$11.78 - $15.72 $8.41M - $11.2M
891K $14M
OLO
Olo Inc.

Technology
1.29M
New
$5.84 - $9.7 $7.56M - $12.6M
1.29M $11.5M
RDNT
Rad Net, Inc.

Healthcare
155K
+ 41.9%
$47.36 - $61.14 $7.33M - $9.46M
524K $29.8M
PB
Prosperity Bancshares Inc

Financial Services
190K
+ 10.19%
$63.76 - $73.75 $12.1M - $14M
2.06M $145M
ODFL
Old Dominion Freight Line, Inc.

Industrials
94.6K
+ 7.22%
$146.74 - $176.07 $13.9M - $16.7M
1.41M $228M
A
Agilent Technologies, Inc.

Healthcare
16.4K
+ 0.18%
$99.29 - $120.52 $1.63M - $1.98M
8.95M $1.06B
VBTX
Veritex Holdings, Inc.

Financial Services
398K
+ 63.59%
$20.77 - $26.15 $8.28M - $10.4M
1.03M $26.8M
ON
On Semiconductor Corp

Technology
201K
+ 544.98%
$31.95 - $54.21 $6.44M - $10.9M
238K $12.5M
MPB
Mid Penn Bancorp Inc

Financial Services
266K
+ 17.67%
$24.01 - $29.27 $6.4M - $7.8M
1.77M $50M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
153K
+ 34.83%
$52.22 - $73.66 $8.01M - $11.3M
593K $39.1M
RKT
Rocket Companies, Inc.

Financial Services
49.9K
+ 1.04%
$11.11 - $15.4 $554K - $768K
4.82M $68.4M
AMSC
American Superconductor Corp

Industrials
142K
+ 49.25%
$15.8 - $37.12 $2.25M - $5.29M
432K $15.8M
ROL
Rollins Inc

Consumer Cyclical
61.8K
+ 2.12%
$50.65 - $58.58 $3.13M - $3.62M
2.98M $168M
XLV
Select Sector Spdr Fund Health

ETFs
77.8K
+ 700.22%
$128.77 - $144.3 $10M - $11.2M
88.9K $12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
86.8K
+ 20.26%
$57.41 - $74.81 $4.99M - $6.5M
516K $38.3M
BCAL
Southern Calif Bancorp Com

Financial Services
650K
+ 1451.05%
$12.16 - $15.76 $7.9M - $10.2M
695K $10.9M
ATEN
A10 Networks, Inc.

Technology
335K
+ 29.66%
$14.89 - $19.35 $4.99M - $6.49M
1.47M $28.4M
IONQ
Ion Q, Inc.

Technology
131K
+ 65.12%
$20.68 - $48.04 $2.71M - $6.29M
332K $14.3M
IOT
Samsara Inc.

Technology
230K
+ 50.28%
$33.46 - $47.74 $7.69M - $11M
687K $27.3M
PTGX
Protagonist Therapeutics, Inc

Healthcare
50.4K
+ 5.1%
$40.89 - $56.37 $2.06M - $2.84M
1.04M $57.4M
WERN
Werner Enterprises Inc

Industrials
350K
New
$24.66 - $30.08 $8.64M - $10.5M
350K $9.58M
RXST
Rx Sight, Inc.

Healthcare
728K
New
$13.0 - $26.12 $9.46M - $19M
728K $9.46M
CSL
Carlisle Companies Inc

Industrials
19K
+ 27.42%
$317.1 - $408.5 $6.03M - $7.77M
88.4K $33M
SPG
Simon Property Group Inc

Real Estate
88.5K
+ 9.67%
$140.37 - $171.44 $12.4M - $15.2M
1M $161M
Activity Summary
Buys All Purchases 952 New Holdings 139 Increased Positions 813 Sells All Sells 866 Reductions 866 Sold out 0 Options Calls 15 Puts 15
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