Aviva’s Perella Weinberg Partners PWP Stock Holding History

Aviva’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
2025 Q4	–	Sell	-21,835	Closed	-$466K	–	903
2025 Q3	$466K	Buy	+21,835	New	+$467K	﹤0.01%	802

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aviva's PWP Position: Q4 2025 in Review

Aviva sold out of Perella Weinberg Partners (PWP) in Q4 2025, closing a stake of 21,835 shares — an estimated $466K sold.

Aviva first reported a position in PWP in Q3 2025 and held it in 1 quarter. The position peaked at $466K in Q3 2025. 170 funds tracked by Wall St. Rank hold PWP as of Q4 2025.

Aviva reported no remaining Perella Weinberg Partners position as of Q4 2025 after selling out during the quarter.
Aviva sold 21,835 Perella Weinberg Partners shares in Q4 2025, an estimated $466K.
Aviva first reported a position in Perella Weinberg Partners in Q3 2025 and held it in 1 quarter.
Aviva's Perella Weinberg Partners position peaked at $466K in Q3 2025.
170 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q4 2025.

Based on Aviva's 13F filing for Q4 2025, filed 12 Feb 2026.