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← Quantbot Technologies LP, its record

Quantbot Technologies LP and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 19% of the two 13F books was the same, across 173 stocks both listed, against 28% 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%14%28%Q2 2013: 28%, 174 in bothQ3 2013: 25%, 169 in bothQ4 2013: 19%, 153 in bothQ1 2014: 21%, 152 in both14Q2 2014: 21%, 169 in bothQ3 2014: 19%, 159 in bothQ4 2014: 22%, 169 in bothQ1 2015: 27%, 174 in both15Q2 2015: 25%, 178 in bothQ3 2015: 21%, 158 in bothQ4 2015: 23%, 171 in bothQ1 2016: 24%, 162 in both16Q2 2016: 24%, 170 in bothQ3 2016: 24%, 174 in bothQ4 2016: 26%, 189 in bothQ1 2017: 21%, 170 in both17Q2 2017: 22%, 159 in bothQ3 2017: 25%, 171 in bothQ4 2017: 26%, 185 in bothQ1 2018: 23%, 166 in both18Q2 2018: 23%, 175 in bothQ3 2018: 23%, 159 in bothQ4 2018: 21%, 161 in bothQ1 2019: 24%, 162 in both19Q2 2019: 26%, 171 in bothQ3 2019: 23%, 165 in bothQ4 2019: 22%, 164 in bothQ1 2020: 28%, 179 in both20Q2 2020: 25%, 168 in bothQ3 2020: 23%, 170 in bothQ4 2020: 24%, 168 in bothQ1 2021: 22%, 165 in both21Q2 2021: 19%, 162 in bothQ3 2021: 22%, 169 in bothQ4 2021: 19%, 152 in bothQ1 2022: 18%, 144 in both22Q2 2022: 16%, 152 in bothQ3 2022: 19%, 143 in bothQ4 2022: 20%, 166 in bothQ1 2023: 18%, 154 in both23Q2 2023: 17%, 147 in bothQ3 2023: 18%, 150 in bothQ4 2023: 18%, 159 in bothQ1 2024: 19%, 156 in both24Q2 2024: 16%, 137 in bothQ3 2024: 17%, 152 in bothQ4 2024: 17%, 173 in bothQ1 2025: 18%, 161 in both25Q2 2025: 17%, 167 in bothQ3 2025: 18%, 149 in bothQ4 2025: 16%, 148 in bothQ1 2026: 18%, 145 in both26Q2 2026: 19%, 173 in both
  • Q2 2013: 28%, 174 in both
  • Q3 2013: 25%, 169 in both
  • Q4 2013: 19%, 153 in both
  • Q1 2014: 21%, 152 in both
  • Q2 2014: 21%, 169 in both
  • Q3 2014: 19%, 159 in both
  • Q4 2014: 22%, 169 in both
  • Q1 2015: 27%, 174 in both
  • Q2 2015: 25%, 178 in both
  • Q3 2015: 21%, 158 in both
  • Q4 2015: 23%, 171 in both
  • Q1 2016: 24%, 162 in both
  • Q2 2016: 24%, 170 in both
  • Q3 2016: 24%, 174 in both
  • Q4 2016: 26%, 189 in both
  • Q1 2017: 21%, 170 in both
  • Q2 2017: 22%, 159 in both
  • Q3 2017: 25%, 171 in both
  • Q4 2017: 26%, 185 in both
  • Q1 2018: 23%, 166 in both
  • Q2 2018: 23%, 175 in both
  • Q3 2018: 23%, 159 in both
  • Q4 2018: 21%, 161 in both
  • Q1 2019: 24%, 162 in both
  • Q2 2019: 26%, 171 in both
  • Q3 2019: 23%, 165 in both
  • Q4 2019: 22%, 164 in both
  • Q1 2020: 28%, 179 in both
  • Q2 2020: 25%, 168 in both
  • Q3 2020: 23%, 170 in both
  • Q4 2020: 24%, 168 in both
  • Q1 2021: 22%, 165 in both
  • Q2 2021: 19%, 162 in both
  • Q3 2021: 22%, 169 in both
  • Q4 2021: 19%, 152 in both
  • Q1 2022: 18%, 144 in both
  • Q2 2022: 16%, 152 in both
  • Q3 2022: 19%, 143 in both
  • Q4 2022: 20%, 166 in both
  • Q1 2023: 18%, 154 in both
  • Q2 2023: 17%, 147 in both
  • Q3 2023: 18%, 150 in both
  • Q4 2023: 18%, 159 in both
  • Q1 2024: 19%, 156 in both
  • Q2 2024: 16%, 137 in both
  • Q3 2024: 17%, 152 in both
  • Q4 2024: 17%, 173 in both
  • Q1 2025: 18%, 161 in both
  • Q2 2025: 17%, 167 in both
  • Q3 2025: 18%, 149 in both
  • Q4 2025: 16%, 148 in both
  • Q1 2026: 18%, 145 in both
  • Q2 2026: 19%, 173 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.

StockQuantbot Technologies LPWellington Management Group LLP
Microsoft Corp(MSFT)0.8%Trimmed3.1%Trimmed
Amazon.com Inc(AMZN)0.6%Added2.3%Trimmed
Wells Fargo Co(WFC)0.7%Added0.6%Trimmed
Blackrock Inc(BLK)0.5%Added0.7%Added
Marsh Mclennan Cos(MRSH)0.4%New0.5%Trimmed
Tesla Motors Inc(TSLA)0.3%Trimmed0.7%Added
TJX Companies Inc(TJX)0.5%Trimmed0.3%Trimmed
Berkshire Hathaway Inc-cl B(BRK-B)0.4%New0.3%Added
UBS Group AG(UBS)0.3%New0.5%Added
Northrop Grumman Corp(NOC)0.3%New0.4%Trimmed
Facebook Inc-a(META)0.3%New0.7%Trimmed
Intuitive Surgical Inc(ISRG)0.3%New0.3%Trimmed
Intercontinentalexchange Gro(ICE)0.6%Added0.3%Added
T-mobile US Inc(TMUS)0.3%New0.2%Trimmed
L3harris Technologies Inc(LHX)0.4%New0.2%Added
Sempra Energy(SRE)0.2%Added0.7%Trimmed
Conocophillips(COP)0.2%New0.3%Added
904767803(UL)0.2%New0.4%Trimmed
Seagate Technology Holdings(STX)0.2%New0.4%Added
Cardinal Health Inc(CAH)0.2%Added0.6%Added

and 153 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.

  • Alphabet Inc-cl A(GOOGL)Quantbot Technologies LP started; Wellington Management Group LLP trimmed
  • Eli Lilly Co(LLY)Quantbot Technologies LP started; Wellington Management Group LLP trimmed
  • Amazon.com Inc(AMZN)Quantbot Technologies LP added; Wellington Management Group LLP trimmed
  • Mastercard Inc-class A(MA)Quantbot Technologies LP started; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)Quantbot Technologies LP trimmed; Wellington Management Group LLP added
  • Advanced Micro Devices(AMD)Quantbot Technologies LP trimmed; Wellington Management Group LLP added
  • Unitedhealth Group Inc(UNH)Quantbot Technologies LP sold out; Wellington Management Group LLP added
  • Tesla Motors Inc(TSLA)Quantbot Technologies LP trimmed; Wellington Management Group LLP added
  • Facebook Inc-a(META)Quantbot Technologies LP started; Wellington Management Group LLP trimmed
  • Sempra Energy(SRE)Quantbot Technologies LP added; Wellington Management Group LLP trimmed
  • Texas Instruments Inc(TXN)Quantbot Technologies LP started; Wellington Management Group LLP trimmed
  • Wells Fargo Co(WFC)Quantbot Technologies LP added; Wellington Management Group LLP trimmed
Quantbot Technologies LP: the recordWellington Management Group LLP: the record

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