Capital World Investors
PWP icon

Capital World Investors’s Perella Weinberg Partners PWP Stock Holding History

Capital World Investors’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 		$42.7M Buy
2,675,588
+72,993
+3% +$1.34M 0.01% 498
2026
Q1 		$47.3M Buy
+2,602,595
New +$51.1M 0.01% 461

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors's PWP Position: Q2 2026 in Review

Capital World Investors increased its Perella Weinberg Partners (PWP) stake by 2.8% in Q2 2026, buying an estimated $1.34M and bringing the position to 2,675,588 shares worth $42.7M. The position accounts for 0.01% of the portfolio, ranked #498.

Capital World Investors first reported a position in PWP in Q1 2026 and has held it in 2 quarters since. The position peaked at $47.3M in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Capital World Investors held 2,675,588 shares of Perella Weinberg Partners worth $42.7M as of Q2 2026.
  • Capital World Investors bought 72,993 Perella Weinberg Partners shares in Q2 2026, an estimated $1.34M.
  • Perella Weinberg Partners made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #498 holding.
  • Capital World Investors first reported a position in Perella Weinberg Partners in Q1 2026 and has held it in 2 quarters since.
  • Capital World Investors's Perella Weinberg Partners position peaked at $47.3M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.