BlackRock
PWP icon

BlackRock’s Perella Weinberg Partners PWP Stock Holding History

BlackRock’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 		$86.7M Buy
4,775,776
+28,985
+0.6% +$570K ﹤0.01% 2192
2025
Q4 		$82.1M Buy
4,746,791
+78,519
+2% +$1.47M ﹤0.01% 2231
2025
Q3 		$99.5M Buy
4,668,272
+23,898
+0.5% +$511K ﹤0.01% 2100
2025
Q2 		$90.2M Buy
4,644,374
+368,154
+9% +$6.5M ﹤0.01% 2114
2025
Q1 		$78.7M Sell
4,276,220
-33,911
-0.8% -$769K ﹤0.01% 2131
2024
Q4 		$103M Buy
4,310,131
+337,868
+9% +$7.84M ﹤0.01% 2065
2024
Q3 		$76.7M Buy
3,972,263
+101,376
+3% +$1.86M ﹤0.01% 2231
2024
Q2 		$62.9M Buy
3,870,887
+556,965
+17% +$8.41M ﹤0.01% 2283
2024
Q1 		$46.8M Sell
3,313,922
-28,197
-0.8% -$354K ﹤0.01% 2466
2023
Q4 		$40.9M Buy
3,342,119
+236,133
+8% +$2.57M ﹤0.01% 2606
2023
Q3 		$31.6M Sell
3,105,986
-91,502
-3% -$932K ﹤0.01% 2676
2023
Q2 		$26.6M Buy
3,197,488
+567,294
+22% +$4.68M ﹤0.01% 2860
2023
Q1 		$23.9M Sell
2,630,194
-112,011
-4% -$1.12M ﹤0.01% 2880
2022
Q4 		$26.9M Sell
2,742,205
-102,988
-4% -$881K ﹤0.01% 2871
2022
Q3 		$18M Sell
2,845,193
-119,392
-4% -$847K ﹤0.01% 3094
2022
Q2 		$17.3M Buy
2,964,585
+2,206,486
+291% +$16M ﹤0.01% 3161
2022
Q1 		$7.16M Buy
758,099
+136,450
+22% +$1.45M ﹤0.01% 3762
2021
Q4 		$7.99M Buy
621,649
+476,963
+330% +$6.28M ﹤0.01% 3794
2021
Q3 		$1.92M Buy
+144,686
New +$1.93M ﹤0.01% 4343

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return