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Grandeur Peak Global Advisors’s Perella Weinberg Partners PWP Stock Holding History

Grandeur Peak Global Advisors’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 		$1.42M Sell
89,096
-334,414
-79% -$6.12M 0.33% 46
2026
Q1 		$7.69M Sell
423,510
-235,260
-36% -$4.62M 1.8% 11
2025
Q4 		$11.4M Buy
658,770
+23,447
+4% +$438K 1.53% 14
2025
Q3 		$13.5M Sell
635,323
-9,032
-1% -$193K 1.82% 11
2025
Q2 		$12.5M Buy
644,355
+51,802
+9% +$915K 1.51% 16
2025
Q1 		$10.9M Sell
592,553
-20,589
-3% -$467K 1.21% 21
2024
Q4 		$14.6M Sell
613,142
-252,132
-29% -$5.85M 1.3% 20
2024
Q3 		$16.7M Buy
865,274
+386,689
+81% +$7.09M 1.39% 18
2024
Q2 		$7.78M Sell
478,585
-43,127
-8% -$651K 0.62% 49
2024
Q1 		$7.37M Buy
521,712
+15,839
+3% +$199K 0.59% 45
2023
Q4 		$6.19M Buy
505,873
+95,095
+23% +$1.04M 0.44% 49
2023
Q3 		$4.18M Buy
410,778
+112,505
+38% +$1.15M 0.31% 61
2023
Q2 		$2.48M Buy
+298,273
New +$2.46M 0.17% 74

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

Grandeur Peak Global Advisors's PWP Position: Q2 2026 in Review

Grandeur Peak Global Advisors reduced its Perella Weinberg Partners (PWP) stake by 79% in Q2 2026, selling an estimated $6.12M and leaving 89,096 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #46.

Grandeur Peak Global Advisors first reported a position in PWP in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.7M in Q3 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Grandeur Peak Global Advisors held 89,096 shares of Perella Weinberg Partners worth $1.42M as of Q2 2026.
  • Grandeur Peak Global Advisors sold 334,414 Perella Weinberg Partners shares in Q2 2026, an estimated $6.12M.
  • Perella Weinberg Partners made up 0.33% of Grandeur Peak Global Advisors's portfolio in Q2 2026, its #46 holding.
  • Grandeur Peak Global Advisors first reported a position in Perella Weinberg Partners in Q2 2023 and has held it in 13 quarters since.
  • Grandeur Peak Global Advisors's Perella Weinberg Partners position peaked at $16.7M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Grandeur Peak Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.