Goldman Sachs
PWP icon

Goldman Sachs’s Perella Weinberg Partners PWP Stock Holding History

Goldman Sachs’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 		$33.4M Buy
1,841,280
+305,602
+20% +$6.01M ﹤0.01% 1943
2025
Q4 		$26.6M Buy
1,535,678
+29,545
+2% +$551K ﹤0.01% 2099
2025
Q3 		$32.1M Buy
1,506,133
+69,688
+5% +$1.49M ﹤0.01% 1807
2025
Q2 		$27.9M Buy
1,436,445
+221,988
+18% +$3.92M ﹤0.01% 1829
2025
Q1 		$22.3M Sell
1,214,457
-129,444
-10% -$2.94M ﹤0.01% 1930
2024
Q4 		$32M Sell
1,343,901
-204,049
-13% -$4.74M 0.01% 1676
2024
Q3 		$29.9M Sell
1,547,950
-50,525
-3% -$927K 0.01% 1689
2024
Q2 		$26M Sell
1,598,475
-252,251
-14% -$3.81M 0.01% 1673
2024
Q1 		$26.2M Buy
1,850,726
+1,165,589
+170% +$14.6M 0.01% 1615
2023
Q4 		$8.38M Buy
685,137
+563,740
+464% +$6.14M ﹤0.01% 2692
2023
Q3 		$1.24M Buy
121,397
+23,607
+24% +$240K ﹤0.01% 4121
2023
Q2 		$815K Sell
97,790
-7,425
-7% -$61.3K ﹤0.01% 4478
2023
Q1 		$957K Buy
105,215
+41,362
+65% +$413K ﹤0.01% 4407
2022
Q4 		$626K Buy
63,853
+14,681
+30% +$126K ﹤0.01% 4730
2022
Q3 		$312K Buy
+49,172
New +$349K ﹤0.01% 5280
2022
Q2 		– Sell
-68,683
Closed -$649K – 6658
2022
Q1 		$649K Buy
68,683
+22,192
+48% +$237K ﹤0.01% 5158
2021
Q4 		$598K Buy
46,491
+6,172
+15% +$81.2K ﹤0.01% 5250
2021
Q3 		$534K Buy
+40,319
New +$537K ﹤0.01% 5158

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return