GKIM
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GW&K Investment Management’s Perella Weinberg Partners PWP Stock Holding History

GW&K Investment Management’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 		$19.1M Buy
1,054,005
+256,511
+32% +$5.04M 0.17% 201
2025
Q4 		$13.8M Sell
797,494
-13,197
-2% -$246K 0.12% 243
2025
Q3 		$17.3M Sell
810,691
-21,997
-3% -$470K 0.15% 215
2025
Q2 		$16.2M Sell
832,688
-73,898
-8% -$1.31M 0.14% 223
2025
Q1 		$16.7M Sell
906,586
-30,030
-3% -$681K 0.15% 221
2024
Q4 		$22.3M Sell
936,616
-16,610
-2% -$385K 0.19% 193
2024
Q3 		$18.4M Sell
953,226
-46,099
-5% -$846K 0.16% 209
2024
Q2 		$16.2M Sell
999,325
-30,775
-3% -$465K 0.15% 214
2024
Q1 		$14.6M Buy
+1,030,100
New +$12.9M 0.13% 219

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