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Boston Partners’s
Perella Weinberg Partners
PWP
Stock Holding History
Boston Partners’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
$36M
Buy
1,983,844
+604,905
+44%
+$11.9M
0.04%
296
2025
Q4
$23.9M
Buy
1,378,939
+623,330
+82%
+$11.6M
0.02%
355
2025
Q3
$16.1M
Buy
755,609
+169,190
+29%
+$3.62M
0.02%
390
2025
Q2
$11.4M
Buy
586,419
+96,300
+20%
+$1.7M
0.01%
396
2025
Q1
$9.02M
Buy
490,119
+153,806
+46%
+$3.49M
0.01%
392
2024
Q4
$8.02M
Sell
336,313
-163,707
-33%
-$3.8M
0.01%
411
2024
Q3
$9.67M
Buy
500,020
+29,902
+6%
+$548K
0.01%
398
2024
Q2
$7.65M
Sell
470,118
-64,850
-12%
-$979K
0.01%
413
2024
Q1
$7.57M
Buy
534,968
+381,091
+248%
+$4.79M
0.01%
419
2023
Q4
$1.88M
Sell
153,877
-191,460
-55%
-$2.09M
﹤0.01%
506
2023
Q3
$3.52M
Buy
345,337
+42,400
+14%
+$432K
﹤0.01%
436
2023
Q2
$2.52M
Buy
302,937
+251,353
+487%
+$2.07M
﹤0.01%
464
2023
Q1
$469K
Sell
51,584
-284,207
-85%
-$2.84M
﹤0.01%
605
2022
Q4
$3.29M
Sell
335,791
-3,236
-1%
-$27.7K
﹤0.01%
408
2022
Q3
$2.15M
Sell
339,027
-222
-0.1%
-$1.58K
﹤0.01%
445
2022
Q2
$1.98M
Buy
339,249
+20,942
+7%
+$152K
﹤0.01%
445
2022
Q1
$3.01M
Sell
318,307
-3,935
-1%
-$41.9K
﹤0.01%
431
2021
Q4
$4.14M
Sell
322,242
-3,463
-1%
-$45.6K
0.01%
392
2021
Q3
$4.32M
Buy
325,705
+8,912
+3%
+$119K
0.01%
392
2021
Q2
$4.07M
Buy
+316,793
New
+$3.73M
0.01%
388
Other funds holding PWP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
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
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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