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WELLINGTON MANAGEMENT GROUP LLP

CIK
902219
City
Boston
State / Country
MA

Top Portfolio Positions

1,690 positions · $527,586,893,040 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LPLA

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $42,759,073 142,137
2025-12-31 $53,022,600 148,452
2025-09-30 $53,298,267 160,204
2025-06-30 $123,596,109 329,616
2025-03-31 $215,452,114 658,593
2024-12-31 $49,195,261 150,670
2024-09-30 $52,843,532 227,157
2024-06-30 $47,784,598 171,087
2024-03-31 $47,224,956 178,747
2023-12-31 $47,590,333 209,078
2023-09-30 $66,829,555 281,210
2023-06-30 $138,761,432 638,189
2023-03-31 $272,924,860 1,348,443
2022-12-31 $329,502,091 1,524,273
2022-09-30 $529,310,400 2,422,695
2022-06-30 $574,747,990 3,115,503
2022-03-31 $652,922,978 3,574,135
2021-12-31 $532,440,124 3,325,880
2021-09-30 $474,749,536 3,028,512
2021-06-30 $387,233,049 2,868,818
2021-03-31 $547,427,164 3,850,782
2020-12-31 $599,467,286 5,751,941
2020-09-30 $457,029,101 5,960,990
2020-06-30 $229,622,072 2,928,853