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Globeflex Capital’s Perella Weinberg Partners PWP Stock Holding History

Globeflex Capital’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 		– Sell
-40,307
Closed -$732K – 442
2026
Q1 		$732K Hold
40,307
– – 0.11% 193
2025
Q4 		$697K Hold
40,307
– – 0.11% 204
2025
Q3 		$859K Hold
40,307
– – 0.13% 188
2025
Q2 		$783K Hold
40,307
– – 0.06% 215
2025
Q1 		$742K Hold
40,307
– – 0.07% 213
2024
Q4 		$961K Hold
40,307
– – 0.08% 192
2024
Q3 		$778K Hold
40,307
– – 0.07% 219
2024
Q2 		$655K Sell
40,307
-7,891
-16% -$119K 0.07% 221
2024
Q1 		$681K Sell
48,198
-2,663
-5% -$33.5K 0.07% 225
2023
Q4 		$622K Buy
+50,861
New +$554K 0.06% 245

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Globeflex Capital's PWP Position: Q2 2026 in Review

Globeflex Capital sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 40,307 shares — an estimated $732K sold.

Globeflex Capital first reported a position in PWP in Q4 2023 and held it in 10 quarters. The position peaked at $961K in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Globeflex Capital reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • Globeflex Capital sold 40,307 Perella Weinberg Partners shares in Q2 2026, an estimated $732K.
  • Globeflex Capital first reported a position in Perella Weinberg Partners in Q4 2023 and held it in 10 quarters.
  • Globeflex Capital's Perella Weinberg Partners position peaked at $961K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

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