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Aristotle Capital Boston’s Perella Weinberg Partners PWP Stock Holding History

Aristotle Capital Boston’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Sell
1,152,220
-81,238
-7% -$1.49M 1.23% 28
2026
Q1 		$22.4M Buy
1,233,458
+745,994
+153% +$14.7M 1.39% 15
2025
Q4 		$8.43M Buy
+487,464
New +$9.1M 0.46% 86

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Aristotle Capital Boston's PWP Position: Q2 2026 in Review

Aristotle Capital Boston reduced its Perella Weinberg Partners (PWP) stake by 6.6% in Q2 2026, selling an estimated $1.49M and leaving 1,152,220 shares worth $18.4M. The position accounts for 1.23% of the portfolio, ranked #28.

Aristotle Capital Boston first reported a position in PWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.4M in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Aristotle Capital Boston held 1,152,220 shares of Perella Weinberg Partners worth $18.4M as of Q2 2026.
  • Aristotle Capital Boston sold 81,238 Perella Weinberg Partners shares in Q2 2026, an estimated $1.49M.
  • Perella Weinberg Partners made up 1.23% of Aristotle Capital Boston's portfolio in Q2 2026, its #28 holding.
  • Aristotle Capital Boston first reported a position in Perella Weinberg Partners in Q4 2025 and has held it in 3 quarters since.
  • Aristotle Capital Boston's Perella Weinberg Partners position peaked at $22.4M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.