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Filing analysis

Wellington Management

13F-HR · period Q1 2026 · filed May 15, 2026

View original SEC filing ↗ Manager record

$535.46BReported 13F value
7,458Positions
10Other managers included
+141New
693Increased
894Reduced
−143Exited
Largest new positions
SecurityValueWeight
PNFP Pinnacle Financial Partners… $785.99M 0.1%
SUNB Sunbelt Rentals Holdings Inc $702.93M 0.1%
EQPT EquipmentShare.com Inc. $108.35M 0.0%
KVYO Klaviyo, Inc. $106.63M 0.0%
HTO H2O America $94.67M 0.0%
WWW Wolverine World Wide, Inc. $71.51M 0.0%
VIG Vanguard Dividend… $69.58M 0.0%
MRCY Mercury Systems, Inc. $55.09M 0.0%
AS Amer Sports, Inc. $52.34M 0.0%
GDX VanEck Gold Miners ETF $46.36M 0.0%
Largest resizings
SecurityΔ sharesValue now
AAPL Apple Inc. ▼ Trim -15.9% $16.50B
GOOGL Alphabet Inc. ▼ Trim -16.9% $13.69B
MSFT Microsoft Corporation ▲ Add +7.8% $19.52B
NVDA NVIDIA Corporation ▼ Trim -4.9% $23.34B
AZN AstraZeneca PLC ▲ Add +108.1% $4.63B
UNH UnitedHealth Group… ▼ Trim -35.7% $2.73B
AMZN Amazon.com, Inc. ▼ Trim -5.8% $13.00B
JPM JPMorgan Chase & Co. ▼ Trim -63.2% $1.13B
ACN Accenture plc ▼ Trim -64.2% $746.67M
MS Morgan Stanley ▼ Trim -70.6% $766.53M
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.