Invesco
PWP icon

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
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

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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