Wellington Management Group LLP New Holdings in Q3 2025

Wellington Management Group LLP

  • $545 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
3.64M
New
$103.24 - $106.68 $375M - $388M
3.64M $387M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.94M
New
$48.5 - $50.19 $337M - $348M
6.94M $348M
MAS
Masco Corp

Industrials
2.74M
New
$64.44 - $76.07 $177M - $209M
2.74M $193M
SFNC
Simmons First National Corp

Financial Services
6.74M
New
$18.71 - $21.16 $126M - $143M
6.74M $129M
TEX
Terex Corp

Industrials
2.37M
New
$48.36 - $53.52 $115M - $127M
2.37M $122M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
5.08M
New
$21.89 - $23.17 $111M - $118M
5.08M $117M
BE
Bloom Energy Corp

Industrials
1.16M
New
$22.13 - $86.27 $25.8M - $100M
1.16M $98.4M
UE
Urban Edge Properties

Real Estate
4.52M
New
$18.54 - $21.21 $83.9M - $95.9M
4.52M $92.6M
WTFC
Wintrust Financial Corp

Financial Services
681K
New
$122.55 - $139.81 $83.5M - $95.2M
681K $90.2M
VTV
Vanguard Value ETF

ETFs
371K
New
$175.51 - $186.57 $65M - $69.1M
371K $69.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.36M
New
$27.61 - $29.15 $65.2M - $68.8M
2.36M $68.7M
DGRO
Ishares Core Dividend Growth E

ETFs
968K
New
$64.12 - $68.08 $62.1M - $65.9M
968K $65.9M
KRC
Kilroy Realty Corp

Real Estate
1.4M
New
$34.55 - $44.44 $48.2M - $62M
1.4M $58.9M
RWL
Invesco Exchange Traded Fd Tr

ETFs
494K
New
$102.17 - $110.66 $50.5M - $54.7M
494K $54.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.19M
New
$42.43 - $45.05 $50.7M - $53.8M
1.19M $52.6M
AEIS
Advanced Energy Industries Inc

Industrials
295K
New
$133.59 - $176.59 $39.4M - $52.1M
295K $50.2M
MGV
Vanguard Mega Cap Value

ETFs
335K
New
$129.46 - $137.85 $43.4M - $46.2M
335K $46.1M
PHVS
Pharvaris N.V.

Healthcare
1.73M
New
$17.25 - $25.36 $29.9M - $44M
1.73M $43.3M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
870K
New
$44.22 - $45.74 $38.5M - $39.8M
870K $39.6M
PIPR
Piper Sandler Companies

Financial Services
111K
New
$284.8 - $369.4 $31.5M - $40.9M
111K $38.4M
NCNO
N Cino, Inc.

Technology
1.36M
New
$26.19 - $32.69 $35.7M - $44.6M
1.36M $37M
FBK
Fb Financial Corp

Financial Services
637K
New
$46.72 - $56.0 $29.8M - $35.7M
637K $35.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
431K
New
$72.65 - $78.68 $31.3M - $33.9M
431K $33.8M
AAP
Advance Auto Parts Inc

Consumer Cyclical
547K
New
$49.01 - $66.5 $26.8M - $36.4M
547K $33.6M
ARRY
Array Technologies, Inc.

Technology
3.57M
New
$5.48 - $9.56 $19.6M - $34.1M
3.57M $29.1M
FIP
Ftai Infrastructure LLC
6.64M
New
$4.0 - $7.18 $26.5M - $47.7M
6.64M $28.9M
MLN
Vaneck Long Muni ETF

ETFs
1.64M
New
$16.52 - $17.5 $27.1M - $28.7M
1.64M $28.7M
HAL
Halliburton CO

Energy
1.15M
New
$20.5 - $25.11 $23.5M - $28.8M
1.15M $28.2M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1.1M
New
$19.14 - $25.0 $21.1M - $27.6M
1.1M $27.4M
MP
Mp Materials Corp.

Basic Materials
392K
New
$30.03 - $77.13 $11.8M - $30.2M
392K $26.3M
SATS
Echo Star Corp

Technology
328K
New
$26.33 - $83.57 $8.62M - $27.4M
328K $25M
HBNC
Horizon Bancorp Inc

Financial Services
1.55M
New
$15.01 - $16.88 $23.3M - $26.2M
1.55M $24.8M
RGTI
Rigetti Computing, Inc.

Technology
792K
New
$11.33 - $32.1 $8.97M - $25.4M
792K $23.6M
CLBT
Cellebrite Di Ltd.

Technology
1.26M
New
$13.52 - $18.97 $17M - $23.9M
1.26M $23.4M
VV
Vanguard Large Cap ETF

ETFs
68.6K
New
$285.05 - $309.14 $19.6M - $21.2M
68.6K $21.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
799K
New
$24.46 - $26.5 $19.6M - $21.2M
799K $21.1M
TPB
Turning Point Brands, Inc.

Consumer Defensive
210K
New
$71.37 - $102.95 $15M - $21.6M
210K $20.8M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
225K
New
$43.07 - $91.37 $9.7M - $20.6M
225K $20.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
439K
New
$42.26 - $47.16 $18.6M - $20.7M
439K $20.3M
WRBY
Warby Parker Inc.

Healthcare
725K
New
$21.37 - $28.56 $15.5M - $20.7M
725K $20M
WWW
Wolverine World Wide Inc

Consumer Cyclical
700K
New
$18.93 - $32.4 $13.2M - $22.7M
700K $19.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
646K
New
$25.29 - $28.33 $16.3M - $18.3M
646K $18M
RIOT
Riot Blockchain, Inc.

Technology
932K
New
$11.03 - $19.78 $10.3M - $18.4M
932K $17.7M
SBSW
Sibanye Stillwater LTD

Basic Materials
1.52M
New
$7.27 - $11.24 $11M - $17M
1.52M $17M
MGC
Vanguard Mega Cap ETF

ETFs
69.5K
New
$224.2 - $245.55 $15.6M - $17.1M
69.5K $17M
SANM
Sanmina Corp

Technology
145K
New
$95.79 - $123.84 $13.9M - $17.9M
145K $16.7M
SWIM
Latham Group, Inc.

Industrials
2.13M
New
$6.15 - $8.25 $13.1M - $17.6M
2.13M $16.2M
SWX
Southwest Gas Holdings, Inc.

Utilities
207K
New
$72.88 - $79.93 $15.1M - $16.5M
207K $16.2M
NTCT
Netscout Systems Inc

Technology
623K
New
$20.77 - $26.06 $12.9M - $16.2M
623K $16.1M
Activity Summary
Buys All Purchases 983 New Holdings 199 Increased Positions 784 Sells All Sells 879 Reductions 879 Sold out 0 Options Calls 18 Puts 33
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