Wellington Management · MSCI Holdings Trend
MSCI · SEC 13F
Wellington Management Holdings of MSCI by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 10.4M | $905M | — |
| 2024Q2 | 9.5M | $613M | -32.3% |
| 2024Q3 | 8.9M | $682M | +11.3% |
| 2024Q4 | 8.7M | $622M | -8.8% |
| 2025Q1 | 7.3M | $419M | -32.6% |
| 2025Q2 | 11.7M | $796M | +89.8% |
| 2025Q3 | 7.0M | $552M | -30.6% |
| 2025Q4 | 11.3M | $854M | +54.7% |
| 2026Q1 | 2.5M | $389M | -54.5% |
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Data source: SEC EDGAR Form 13F