Jacobs Levy Equity Management
PWP icon

Jacobs Levy Equity Management’s Perella Weinberg Partners PWP Stock Holding History

Jacobs Levy Equity 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
Q2 		– Sell
-121,582
Closed -$2.21M – 1048
2026
Q1 		$2.21M Hold
121,582
– – 0.01% 570
2025
Q4 		$2.1M Sell
121,582
-74,236
-38% -$1.39M 0.01% 571
2025
Q3 		$4.17M Sell
195,818
-204,136
-51% -$4.36M 0.02% 453
2025
Q2 		$7.77M Sell
399,954
-17,771
-4% -$314K 0.03% 344
2025
Q1 		$7.69M Sell
417,725
-161,037
-28% -$3.65M 0.03% 381
2024
Q4 		$13.8M Buy
578,762
+8,043
+1% +$187K 0.05% 265
2024
Q3 		$11M Buy
570,719
+363,331
+175% +$6.66M 0.04% 311
2024
Q2 		$3.37M Sell
207,388
-146,938
-41% -$2.22M 0.01% 507
2024
Q1 		$5.01M Buy
354,326
+61,975
+21% +$779K 0.02% 427
2023
Q4 		$3.58M Sell
292,351
-781
-0.3% -$8.51K 0.02% 502
2023
Q3 		$2.98M Buy
293,132
+19,939
+7% +$203K 0.02% 484
2023
Q2 		$2.28M Sell
273,193
-35,821
-12% -$296K 0.01% 543
2023
Q1 		$2.81M Buy
309,014
+89,141
+41% +$891K 0.02% 514
2022
Q4 		$2.15M Buy
219,873
+54,403
+33% +$465K 0.01% 541
2022
Q3 		$1.05M Buy
+165,470
New +$1.17M 0.01% 703

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

Jacobs Levy Equity Management's PWP Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 121,582 shares — an estimated $2.21M sold.

Jacobs Levy Equity Management first reported a position in PWP in Q3 2022 and held it in 15 quarters. The position peaked at $13.8M in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 121,582 Perella Weinberg Partners shares in Q2 2026, an estimated $2.21M.
  • Jacobs Levy Equity Management first reported a position in Perella Weinberg Partners in Q3 2022 and held it in 15 quarters.
  • Jacobs Levy Equity Management's Perella Weinberg Partners position peaked at $13.8M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.