Barclays
PWP icon

Barclays’s Perella Weinberg Partners PWP Stock Holding History

Barclays’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
Q1 		$1.49M Sell
82,313
-14,590
-15% -$287K ﹤0.01% 2526
2025
Q4 		$1.68M Buy
96,903
+2,183
+2% +$40.7K ﹤0.01% 3058
2025
Q3 		$2.02M Sell
94,720
-155,428
-62% -$3.32M ﹤0.01% 2875
2025
Q2 		$4.86M Buy
250,148
+7,377
+3% +$130K ﹤0.01% 2162
2025
Q1 		$4.47M Buy
242,771
+40,254
+20% +$913K ﹤0.01% 2000
2024
Q4 		$4.83M Buy
202,517
+16,130
+9% +$374K ﹤0.01% 2205
2024
Q3 		$3.6M Buy
186,387
+1,517
+0.8% +$27.8K ﹤0.01% 2362
2024
Q2 		$3M Sell
184,870
-42,403
-19% -$640K ﹤0.01% 1854
2024
Q1 		$3.21M Buy
227,273
+106,057
+87% +$1.33M ﹤0.01% 2166
2023
Q4 		$1.48M Buy
121,216
+59,805
+97% +$651K ﹤0.01% 3151
2023
Q3 		$625K Buy
61,411
+9,185
+18% +$93.5K ﹤0.01% 2660
2023
Q2 		$435K Buy
52,226
+14,000
+37% +$116K ﹤0.01% 2846
2023
Q1 		$348K Buy
38,226
+6,671
+21% +$66.6K ﹤0.01% 3500
2022
Q4 		$309K Sell
31,555
-13,786
-30% -$118K ﹤0.01% 3607
2022
Q3 		$287K Sell
45,341
-1,511
-3% -$10.7K ﹤0.01% 3004
2022
Q2 		$274K Buy
46,852
+8,333
+22% +$60.3K ﹤0.01% 3256
2022
Q1 		$364K Buy
+38,519
New +$411K ﹤0.01% 3091

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return