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← Artisan Partners LP, its record

Artisan Partners LP and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 21% of the two 13F books was the same, across 142 stocks both listed, against 16% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%13%26%Q2 2013: 16%, 130 in bothQ3 2013: 16%, 112 in bothQ4 2013: 16%, 113 in bothQ1 2014: 16%, 113 in both14Q2 2014: 17%, 118 in bothQ3 2014: 18%, 128 in bothQ4 2014: 18%, 127 in bothQ1 2015: 19%, 128 in both15Q2 2015: 20%, 135 in bothQ3 2015: 21%, 140 in bothQ4 2015: 21%, 138 in bothQ1 2016: 21%, 139 in both16Q2 2016: 21%, 122 in bothQ3 2016: 22%, 119 in bothQ4 2016: 21%, 118 in bothQ1 2017: 21%, 116 in both17Q2 2017: 22%, 119 in bothQ3 2017: 22%, 120 in bothQ4 2017: 22%, 119 in bothQ1 2018: 20%, 112 in both18Q2 2018: 20%, 118 in bothQ3 2018: 20%, 115 in bothQ4 2018: 20%, 117 in bothQ1 2019: 21%, 118 in both19Q2 2019: 21%, 115 in bothQ3 2019: 22%, 122 in bothQ4 2019: 21%, 117 in bothQ1 2020: 23%, 117 in both20Q2 2020: 23%, 121 in bothQ3 2020: 24%, 126 in bothQ4 2020: 22%, 133 in bothQ1 2021: 24%, 129 in both21Q2 2021: 24%, 131 in bothQ3 2021: 24%, 130 in bothQ4 2021: 25%, 127 in bothQ1 2022: 24%, 124 in both22Q2 2022: 23%, 123 in bothQ3 2022: 23%, 122 in bothQ4 2022: 21%, 130 in bothQ1 2023: 22%, 138 in both23Q2 2023: 23%, 137 in bothQ3 2023: 24%, 142 in bothQ4 2023: 24%, 147 in bothQ1 2024: 25%, 156 in both24Q2 2024: 24%, 151 in bothQ3 2024: 24%, 146 in bothQ4 2024: 23%, 148 in bothQ1 2025: 23%, 144 in both25Q2 2025: 24%, 146 in bothQ3 2025: 24%, 140 in bothQ4 2025: 23%, 146 in bothQ1 2026: 23%, 142 in both26Q2 2026: 21%, 142 in both
  • Q2 2013: 16%, 130 in both
  • Q3 2013: 16%, 112 in both
  • Q4 2013: 16%, 113 in both
  • Q1 2014: 16%, 113 in both
  • Q2 2014: 17%, 118 in both
  • Q3 2014: 18%, 128 in both
  • Q4 2014: 18%, 127 in both
  • Q1 2015: 19%, 128 in both
  • Q2 2015: 20%, 135 in both
  • Q3 2015: 21%, 140 in both
  • Q4 2015: 21%, 138 in both
  • Q1 2016: 21%, 139 in both
  • Q2 2016: 21%, 122 in both
  • Q3 2016: 22%, 119 in both
  • Q4 2016: 21%, 118 in both
  • Q1 2017: 21%, 116 in both
  • Q2 2017: 22%, 119 in both
  • Q3 2017: 22%, 120 in both
  • Q4 2017: 22%, 119 in both
  • Q1 2018: 20%, 112 in both
  • Q2 2018: 20%, 118 in both
  • Q3 2018: 20%, 115 in both
  • Q4 2018: 20%, 117 in both
  • Q1 2019: 21%, 118 in both
  • Q2 2019: 21%, 115 in both
  • Q3 2019: 22%, 122 in both
  • Q4 2019: 21%, 117 in both
  • Q1 2020: 23%, 117 in both
  • Q2 2020: 23%, 121 in both
  • Q3 2020: 24%, 126 in both
  • Q4 2020: 22%, 133 in both
  • Q1 2021: 24%, 129 in both
  • Q2 2021: 24%, 131 in both
  • Q3 2021: 24%, 130 in both
  • Q4 2021: 25%, 127 in both
  • Q1 2022: 24%, 124 in both
  • Q2 2022: 23%, 123 in both
  • Q3 2022: 23%, 122 in both
  • Q4 2022: 21%, 130 in both
  • Q1 2023: 22%, 138 in both
  • Q2 2023: 23%, 137 in both
  • Q3 2023: 24%, 142 in both
  • Q4 2023: 24%, 147 in both
  • Q1 2024: 25%, 156 in both
  • Q2 2024: 24%, 151 in both
  • Q3 2024: 24%, 146 in both
  • Q4 2024: 23%, 148 in both
  • Q1 2025: 23%, 144 in both
  • Q2 2025: 24%, 146 in both
  • Q3 2025: 24%, 140 in both
  • Q4 2025: 23%, 146 in both
  • Q1 2026: 23%, 142 in both
  • Q2 2026: 21%, 142 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockArtisan Partners LPWellington Management Group LLP
Alphabet Inc(GOOGL)3.1%Trimmed2.7%Trimmed
Amazon Com Inc(AMZN)1.7%Trimmed2.3%Trimmed
Broadcom Inc(AVGO)1.0%Trimmed3.4%Added
Nvidia Corp(NVDA)0.7%Added4.2%Trimmed
Facebook Inc(META)2.1%Added0.7%Trimmed
Lilly Eli & Co(LLY)0.6%Added2.3%Trimmed
Anthem Inc(ELV)2.8%Trimmed0.6%Added
Taiwan Semiconductor MFG LTD(TSM)0.9%Trimmed0.5%Trimmed
Marsh & Mclennan Cos Inc(MRSH)1.9%Added0.5%Trimmed
Advanced Micro Devices Inc(AMD)0.5%Trimmed0.9%Added
General Electric Co(GE)0.5%Added0.4%Added
Linde PLC(LIN)0.5%Trimmed0.4%Trimmed
Williams Cos Inc(WMB)0.5%Trimmed0.4%Added
912008109(USFD)0.4%Trimmed0.4%Added
Micron Technology Inc(MU)0.3%Added1.0%Added
Berkshire Hathaway Inc Del(BRK-B)2.3%Added0.3%Added
Apple Inc(AAPL)0.3%Added3.0%Trimmed
Corning Inc(GLW)0.3%New0.6%Added
Visa Inc(V)0.3%Trimmed0.6%Trimmed
Edwards Lifesciences Corp(EW)1.0%Added0.3%Trimmed

and 122 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Nvidia Corp(NVDA)Artisan Partners LP added; Wellington Management Group LLP trimmed
  • Broadcom Inc(AVGO)Artisan Partners LP trimmed; Wellington Management Group LLP added
  • Microsoft Corp(MSFT)Artisan Partners LP added; Wellington Management Group LLP trimmed
  • Apple Inc(AAPL)Artisan Partners LP added; Wellington Management Group LLP trimmed
  • Lilly Eli & Co(LLY)Artisan Partners LP added; Wellington Management Group LLP trimmed
  • Merck & Co Inc New(MRK)Artisan Partners LP trimmed; Wellington Management Group LLP added
  • Mastercard Inc(MA)Artisan Partners LP added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOG)Artisan Partners LP trimmed; Wellington Management Group LLP added
  • Advanced Micro Devices Inc(AMD)Artisan Partners LP trimmed; Wellington Management Group LLP added
  • Facebook Inc(META)Artisan Partners LP added; Wellington Management Group LLP trimmed
  • Anthem Inc(ELV)Artisan Partners LP trimmed; Wellington Management Group LLP added
  • Philip Morris Intl Inc(PM)Artisan Partners LP trimmed; Wellington Management Group LLP added
Artisan Partners LP: the recordWellington Management Group LLP: the record

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