Invesco
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Invesco’s Perella Weinberg Partners PWP Stock Holding History

Invesco’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 		$1.47M Buy
92,196
+4,383
+5% +$80.2K ﹤0.01% 2720
2026
Q1 		$1.59M Sell
87,813
-40,300
-31% -$792K ﹤0.01% 2654
2025
Q4 		$2.22M Buy
128,113
+15,505
+14% +$289K ﹤0.01% 2574
2025
Q3 		$2.4M Buy
112,608
+50,728
+82% +$1.08M ﹤0.01% 2554
2025
Q2 		$1.2M Sell
61,880
-2,962
-5% -$52.3K ﹤0.01% 2777
2025
Q1 		$1.19M Sell
64,842
-198,897
-75% -$4.51M ﹤0.01% 2752
2024
Q4 		$6.29M Sell
263,739
-27,794
-10% -$645K ﹤0.01% 2130
2024
Q3 		$5.63M Buy
291,533
+219,726
+306% +$4.03M ﹤0.01% 2156
2024
Q2 		$1.17M Buy
71,807
+10,434
+17% +$158K ﹤0.01% 2856
2024
Q1 		$867K Sell
61,373
-12,405
-17% -$156K ﹤0.01% 3065
2023
Q4 		$902K Sell
73,778
-5,716
-7% -$62.3K ﹤0.01% 2938
2023
Q3 		$809K Buy
79,494
+12,565
+19% +$128K ﹤0.01% 2973
2023
Q2 		$558K Buy
66,929
+17,098
+34% +$141K ﹤0.01% 3182
2023
Q1 		$453K Sell
49,831
-57,646
-54% -$576K ﹤0.01% 3309
2022
Q4 		$1.05M Buy
107,477
+85,741
+394% +$733K ﹤0.01% 2913
2022
Q3 		$137K Buy
21,736
+1,278
+6% +$9.07K ﹤0.01% 3775
2022
Q2 		$120K Buy
+20,458
New +$148K ﹤0.01% 3858

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

Invesco's PWP Position: Q2 2026 in Review

Invesco increased its Perella Weinberg Partners (PWP) stake by 5% in Q2 2026, buying an estimated $80.2K and bringing the position to 92,196 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Invesco first reported a position in PWP in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.29M in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Invesco held 92,196 shares of Perella Weinberg Partners worth $1.47M as of Q2 2026.
  • Invesco bought 4,383 Perella Weinberg Partners shares in Q2 2026, an estimated $80.2K.
  • Perella Weinberg Partners made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2720 holding.
  • Invesco first reported a position in Perella Weinberg Partners in Q2 2022 and has held it in 17 quarters since.
  • Invesco's Perella Weinberg Partners position peaked at $6.29M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.