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Kennedy Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Kennedy Capital 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 		$935K Sell
58,560
-1,006
-2% -$18.4K 0.02% 514
2026
Q1 		$1.08M Buy
59,566
+1,920
+3% +$37.7K 0.02% 481
2025
Q4 		$997K Buy
57,646
+660
+1% +$12.3K 0.02% 483
2025
Q3 		$1.21M Buy
56,986
+22,147
+64% +$473K 0.03% 488
2025
Q2 		$677K Buy
34,839
+2,982
+9% +$52.7K 0.02% 533
2025
Q1 		$586K Buy
31,857
+10,687
+50% +$242K 0.01% 573
2024
Q4 		$505K Buy
21,170
+1,707
+9% +$39.6K 0.01% 634
2024
Q3 		$376K Buy
19,463
+2,581
+15% +$47.3K 0.01% 645
2024
Q2 		$274K Buy
16,882
+572
+4% +$8.64K 0.01% 665
2024
Q1 		$230K Buy
16,310
+582
+4% +$7.31K ﹤0.01% 694
2023
Q4 		$192K Buy
15,728
+274
+2% +$2.98K ﹤0.01% 674
2023
Q3 		$157K Buy
15,454
+363
+2% +$3.7K ﹤0.01% 658
2023
Q2 		$126K Buy
+15,091
New +$125K ﹤0.01% 659
2022
Q3 		– Sell
-168,224
Closed -$981K – 625
2022
Q2 		$981K Sell
168,224
-200,299
-54% -$1.45M 0.03% 476
2022
Q1 		$3.48M Buy
368,523
+6,858
+2% +$73.1K 0.08% 374
2021
Q4 		$4.65M Buy
361,665
+110,458
+44% +$1.45M 0.1% 365
2021
Q3 		$3.33M Buy
251,207
+55,249
+28% +$736K 0.07% 415
2021
Q2 		$2.52M Buy
+195,958
New +$2.31M 0.05% 468

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

Kennedy Capital Management's PWP Position: Q2 2026 in Review

Kennedy Capital Management reduced its Perella Weinberg Partners (PWP) stake by 1.7% in Q2 2026, selling an estimated $18.4K and leaving 58,560 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #514.

Kennedy Capital Management first reported a position in PWP in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.65M in Q4 2021. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Kennedy Capital Management held 58,560 shares of Perella Weinberg Partners worth $935K as of Q2 2026.
  • Kennedy Capital Management sold 1,006 Perella Weinberg Partners shares in Q2 2026, an estimated $18.4K.
  • Perella Weinberg Partners made up 0.02% of Kennedy Capital Management's portfolio in Q2 2026, its #514 holding.
  • Kennedy Capital Management first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 18 quarters since.
  • Kennedy Capital Management's Perella Weinberg Partners position peaked at $4.65M in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.