HCA
PWP icon

Harbor Capital Advisors’s Perella Weinberg Partners PWP Stock Holding History

Harbor Capital 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
Q1 		– Sell
-10,138
Closed -$175K – 1436
2025
Q4 		$175K Buy
10,138
+997
+11% +$18.6K 0.01% 629
2025
Q3 		$195K Sell
9,141
-23,858
-72% -$510K 0.02% 603
2025
Q2 		$641K Buy
32,999
+176
+0.5% +$3.11K 0.03% 494
2025
Q1 		$604K Sell
32,823
-16,392
-33% -$372K 0.03% 510
2024
Q4 		$1.17M Sell
49,215
-513
-1% -$11.9K 0.05% 420
2024
Q3 		$960K Buy
49,728
+20,923
+73% +$384K 0.04% 461
2024
Q2 		$468K Buy
28,805
+21,024
+270% +$317K 0.04% 546
2024
Q1 		$110K Sell
7,781
-14,487
-65% -$182K 0.01% 703
2023
Q4 		$272K Buy
22,268
+2,474
+12% +$26.9K 0.05% 331
2023
Q3 		$202K Sell
19,794
-4,924
-20% -$50.1K 0.04% 349
2023
Q2 		$206K Buy
+24,718
New +$204K 0.04% 360

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
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 $580B AUM 38.23% 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

Harbor Capital Advisors's PWP Position: Q1 2026 in Review

Harbor Capital Advisors sold out of Perella Weinberg Partners (PWP) in Q1 2026, closing a stake of 10,138 shares — an estimated $175K sold.

Harbor Capital Advisors first reported a position in PWP in Q2 2023 and held it in 11 quarters. The position peaked at $1.17M in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Harbor Capital Advisors reported no remaining Perella Weinberg Partners position as of Q1 2026 after selling out during the quarter.
  • Harbor Capital Advisors sold 10,138 Perella Weinberg Partners shares in Q1 2026, an estimated $175K.
  • Harbor Capital Advisors first reported a position in Perella Weinberg Partners in Q2 2023 and held it in 11 quarters.
  • Harbor Capital Advisors's Perella Weinberg Partners position peaked at $1.17M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.