Boston Partners
PWP icon

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
Q2 		$40.6M Buy
2,543,113
+559,269
+28% +$10.2M 0.04% 305
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners's PWP Position: Q2 2026 in Review

Boston Partners increased its Perella Weinberg Partners (PWP) stake by 28% in Q2 2026, buying an estimated $10.2M and bringing the position to 2,543,113 shares worth $40.6M. The position accounts for 0.04% of the portfolio, ranked #305.

Boston Partners first reported a position in PWP in Q2 2021 and has held it in 21 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Boston Partners held 2,543,113 shares of Perella Weinberg Partners worth $40.6M as of Q2 2026.
  • Boston Partners bought 559,269 Perella Weinberg Partners shares in Q2 2026, an estimated $10.2M.
  • Perella Weinberg Partners made up 0.04% of Boston Partners's portfolio in Q2 2026, its #305 holding.
  • Boston Partners first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 21 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.