WELLINGTON-ALTUS USA INC. MURGY β€” MUENCHENER

Ownership history in WELLINGTON-ALTUS USA INC.  Β·  1 quarter on record

AI Ownership Summary

WELLINGTON-ALTUS USA INC. reported MUENCHENER (MURGY) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows MURGY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MURGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELLINGTON-ALTUS USA INC.'s position in MUENCHENER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MURGY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WELLINGTON-ALTUS USA INC. held MURGY β€” position size vs. price
% of Fund (quarterly)    MURGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 2,075 β€” β€” 0.02% $27K 2026-09-17 $11.61

FAQ About WELLINGTON-ALTUS USA INC. and MURGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELLINGTON-ALTUS USA INC. reported owning MURGY?

WELLINGTON-ALTUS USA INC. reported MURGY across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported MURGY position in WELLINGTON-ALTUS USA INC.'s portfolio?

The largest reported portfolio weight for MURGY was 0.02% in 2026 Q2.

What is the latest reported MURGY position on this page?

The most recent filing on this page is 2026 Q2, when WELLINGTON-ALTUS USA INC. reported 2,075 shares, equal to 0.02% of portfolio, with an estimated market value of $27K.

What does the chart on this MURGY ownership page compare?

The chart compares WELLINGTON-ALTUS USA INC.'s quarterly MURGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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