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← Wellington Management Group LLP, its record

Wellington Management Group LLP and AllianceBernstein LP: where the books meet

At Q2 2026, at least 46% of the two 13F books was the same, across 243 stocks both listed, against 39% 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%24%47%Q2 2013: 39%, 241 in bothQ3 2013: 39%, 237 in bothQ4 2013: 39%, 239 in bothQ1 2014: 40%, 245 in both14Q2 2014: 40%, 245 in bothQ3 2014: 40%, 242 in bothQ4 2014: 40%, 241 in bothQ1 2015: 40%, 248 in both15Q2 2015: 40%, 236 in bothQ3 2015: 39%, 241 in bothQ4 2015: 40%, 244 in bothQ1 2016: 41%, 247 in both16Q2 2016: 41%, 245 in bothQ3 2016: 39%, 235 in bothQ4 2016: 41%, 247 in bothQ1 2017: 41%, 244 in both17Q2 2017: 40%, 238 in bothQ3 2017: 40%, 243 in bothQ4 2017: 41%, 247 in bothQ1 2018: 40%, 246 in both18Q2 2018: 40%, 239 in bothQ3 2018: 39%, 238 in bothQ4 2018: 39%, 240 in bothQ1 2019: 39%, 247 in both19Q2 2019: 39%, 245 in bothQ3 2019: 39%, 243 in bothQ4 2019: 39%, 242 in bothQ1 2020: 42%, 246 in both20Q2 2020: 41%, 232 in bothQ3 2020: 40%, 229 in bothQ4 2020: 39%, 229 in bothQ1 2021: 37%, 220 in both21Q2 2021: 37%, 228 in bothQ3 2021: 37%, 224 in bothQ4 2021: 37%, 225 in bothQ1 2022: 38%, 226 in both22Q2 2022: 39%, 226 in bothQ3 2022: 40%, 235 in bothQ4 2022: 39%, 229 in bothQ1 2023: 40%, 229 in both23Q2 2023: 42%, 229 in bothQ3 2023: 42%, 230 in bothQ4 2023: 43%, 240 in bothQ1 2024: 43%, 236 in both24Q2 2024: 43%, 233 in bothQ3 2024: 42%, 227 in bothQ4 2024: 42%, 234 in bothQ1 2025: 42%, 232 in both25Q2 2025: 44%, 238 in bothQ3 2025: 46%, 235 in bothQ4 2025: 47%, 240 in bothQ1 2026: 46%, 239 in both26Q2 2026: 46%, 243 in both
  • Q2 2013: 39%, 241 in both
  • Q3 2013: 39%, 237 in both
  • Q4 2013: 39%, 239 in both
  • Q1 2014: 40%, 245 in both
  • Q2 2014: 40%, 245 in both
  • Q3 2014: 40%, 242 in both
  • Q4 2014: 40%, 241 in both
  • Q1 2015: 40%, 248 in both
  • Q2 2015: 40%, 236 in both
  • Q3 2015: 39%, 241 in both
  • Q4 2015: 40%, 244 in both
  • Q1 2016: 41%, 247 in both
  • Q2 2016: 41%, 245 in both
  • Q3 2016: 39%, 235 in both
  • Q4 2016: 41%, 247 in both
  • Q1 2017: 41%, 244 in both
  • Q2 2017: 40%, 238 in both
  • Q3 2017: 40%, 243 in both
  • Q4 2017: 41%, 247 in both
  • Q1 2018: 40%, 246 in both
  • Q2 2018: 40%, 239 in both
  • Q3 2018: 39%, 238 in both
  • Q4 2018: 39%, 240 in both
  • Q1 2019: 39%, 247 in both
  • Q2 2019: 39%, 245 in both
  • Q3 2019: 39%, 243 in both
  • Q4 2019: 39%, 242 in both
  • Q1 2020: 42%, 246 in both
  • Q2 2020: 41%, 232 in both
  • Q3 2020: 40%, 229 in both
  • Q4 2020: 39%, 229 in both
  • Q1 2021: 37%, 220 in both
  • Q2 2021: 37%, 228 in both
  • Q3 2021: 37%, 224 in both
  • Q4 2021: 37%, 225 in both
  • Q1 2022: 38%, 226 in both
  • Q2 2022: 39%, 226 in both
  • Q3 2022: 40%, 235 in both
  • Q4 2022: 39%, 229 in both
  • Q1 2023: 40%, 229 in both
  • Q2 2023: 42%, 229 in both
  • Q3 2023: 42%, 230 in both
  • Q4 2023: 43%, 240 in both
  • Q1 2024: 43%, 236 in both
  • Q2 2024: 43%, 233 in both
  • Q3 2024: 42%, 227 in both
  • Q4 2024: 42%, 234 in both
  • Q1 2025: 42%, 232 in both
  • Q2 2025: 44%, 238 in both
  • Q3 2025: 46%, 235 in both
  • Q4 2025: 47%, 240 in both
  • Q1 2026: 46%, 239 in both
  • Q2 2026: 46%, 243 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.

StockWellington Management Group LLPAllianceBernstein LP
Nvidia Corp(NVDA)4.2%Trimmed5.6%Trimmed
Microsoft Corp(MSFT)3.1%Trimmed3.2%Trimmed
Apple Inc(AAPL)3.0%Trimmed3.6%Added
Broadcom Inc(AVGO)3.4%Added2.4%Trimmed
Amazon Com Inc(AMZN)2.3%Trimmed2.6%Trimmed
Lilly Eli & Co(LLY)2.3%Trimmed1.3%Trimmed
Alphabet Inc(GOOGL)2.7%Trimmed1.1%Added
Alphabet Inc(GOOG)1.0%Added3.5%Trimmed
Kla-tencor Corp(KLAC)0.8%Added3.6%Added
Facebook Inc(META)0.7%Trimmed2.3%Trimmed
Unitedhealth Group Inc(UNH)0.8%Added0.7%Added
Visa Inc(V)0.6%Trimmed1.8%Trimmed
Texas Instrs Inc(TXN)0.7%Trimmed0.6%Added
Johnson & Johnson(JNJ)1.0%Added0.6%Trimmed
Taiwan Semiconductor MFG LTD(TSM)0.5%Trimmed0.8%Trimmed
Merck & Co Inc New(MRK)1.9%Added0.5%Added
Eaton Corp PLC(ETN)0.5%Added0.5%Added
Home Depot Inc(HD)0.5%Trimmed0.7%Added
Stryker Corp(SYK)0.4%Added0.5%Trimmed
General Electric Co(GE)0.4%Added0.5%Added

and 223 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.

  • Broadcom Inc(AVGO)Wellington Management Group LLP added; AllianceBernstein LP trimmed
  • Apple Inc(AAPL)Wellington Management Group LLP trimmed; AllianceBernstein LP added
  • Alphabet Inc(GOOGL)Wellington Management Group LLP trimmed; AllianceBernstein LP added
  • Alphabet Inc(GOOG)Wellington Management Group LLP added; AllianceBernstein LP trimmed
  • Johnson & Johnson(JNJ)Wellington Management Group LLP added; AllianceBernstein LP trimmed
  • Astrazeneca PLC(AZN)Wellington Management Group LLP added; AllianceBernstein LP trimmed
  • Blackrock Inc(BLK)Wellington Management Group LLP added; AllianceBernstein LP trimmed
  • Texas Instrs Inc(TXN)Wellington Management Group LLP trimmed; AllianceBernstein LP added
  • iShares Trust(IVV)Wellington Management Group LLP trimmed; AllianceBernstein LP added
  • Anthem Inc(ELV)Wellington Management Group LLP added; AllianceBernstein LP trimmed
  • Corning Inc(GLW)Wellington Management Group LLP added; AllianceBernstein LP trimmed
  • Wells Fargo & Co New(WFC)Wellington Management Group LLP trimmed; AllianceBernstein LP added
Wellington Management Group LLP: the recordAllianceBernstein LP: the record

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