Wellington Management · XYZ Holdings Trend
Block, Inc. · SEC 13F
Wellington Management Holdings of XYZ by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 22.1M | $736M | — |
| 2024Q2 | 14.6M | $349M | -52.6% |
| 2024Q3 | 14.2M | $375M | +7.3% |
| 2024Q4 | 16.0M | $431M | +15.0% |
| 2025Q1 | 9.3M | $219M | -49.1% |
| 2025Q2 | 10.7M | $380M | +73.5% |
| 2025Q3 | 10.5M | $365M | -3.9% |
| 2025Q4 | 11.2M | $370M | +1.4% |
| 2026Q1 | 4.9M | $239M | -35.6% |
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Data source: SEC EDGAR Form 13F