Fidelity Investments
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Fidelity Investments’s Perella Weinberg Partners PWP Stock Holding History

Fidelity Investments’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 		$182M Buy
10,044,082
+244,822
+2% +$4.81M 0.01% 904
2025
Q4 		$170M Buy
9,799,260
+195,937
+2% +$3.66M 0.01% 940
2025
Q3 		$205M Buy
9,603,323
+1,096,382
+13% +$23.4M 0.01% 834
2025
Q2 		$165M Buy
8,506,941
+242,437
+3% +$4.28M 0.01% 900
2025
Q1 		$152M Buy
8,264,504
+82,563
+1% +$1.87M 0.01% 919
2024
Q4 		$195M Buy
8,181,941
+301,587
+4% +$7M 0.01% 834
2024
Q3 		$152M Sell
7,880,354
-4,290
-0.1% -$78.7K 0.01% 929
2024
Q2 		$128M Buy
7,884,644
+424,403
+6% +$6.41M 0.01% 954
2024
Q1 		$105M Buy
7,460,241
+1,022,855
+16% +$12.9M 0.01% 1036
2023
Q4 		$78.7M Buy
6,437,386
+657,127
+11% +$7.16M 0.01% 1105
2023
Q3 		$58.8M Buy
5,780,259
+210,342
+4% +$2.14M 0.01% 1194
2023
Q2 		$46.4M Buy
5,569,917
+93,608
+2% +$773K ﹤0.01% 1305
2023
Q1 		$49.8M Buy
5,476,309
+117,816
+2% +$1.18M ﹤0.01% 1269
2022
Q4 		$52.5M Buy
5,358,493
+290,666
+6% +$2.49M 0.01% 1233
2022
Q3 		$32.1M Buy
5,067,827
+1,267,670
+33% +$9M ﹤0.01% 1426
2022
Q2 		$22.2M Buy
3,800,157
+22,569
+0.6% +$163K ﹤0.01% 1608
2022
Q1 		$35.7M Buy
3,777,588
+27,149
+0.7% +$289K ﹤0.01% 1537
2021
Q4 		$48.2M Sell
3,750,439
-156,783
-4% -$2.06M ﹤0.01% 1434
2021
Q3 		$51.8M Buy
3,907,222
+663,571
+20% +$8.84M ﹤0.01% 1392
2021
Q2 		$38.5M Buy
+3,243,651
New +$38.2M ﹤0.01% 1555

Other funds holding PWP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Fidelity Investments's PWP Position: Q1 2026 in Review

Fidelity Investments increased its Perella Weinberg Partners (PWP) stake by 2.5% in Q1 2026, buying an estimated $4.81M and bringing the position to 10,044,082 shares worth $182M. The position accounts for 0.01% of the portfolio, ranked #904.

Fidelity Investments first reported a position in PWP in Q2 2021 and has held it in 20 quarters since. The position peaked at $205M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Fidelity Investments held 10,044,082 shares of Perella Weinberg Partners worth $182M as of Q1 2026.
  • Fidelity Investments bought 244,822 Perella Weinberg Partners shares in Q1 2026, an estimated $4.81M.
  • Perella Weinberg Partners made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #904 holding.
  • Fidelity Investments first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 20 quarters since.
  • Fidelity Investments's Perella Weinberg Partners position peaked at $205M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.