Mariner
PWP icon

Mariner’s Perella Weinberg Partners PWP Stock Holding History

Mariner’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 		$341K Buy
18,778
+2,554
+16% +$50.2K ﹤0.01% 2757
2025
Q4 		$281K Sell
16,224
-328
-2% -$6.12K ﹤0.01% 2902
2025
Q3 		$353K Buy
16,552
+227
+1% +$4.85K ﹤0.01% 2689
2025
Q2 		$317K Sell
16,325
-588
-3% -$10.4K ﹤0.01% 2686
2025
Q1 		$311K Sell
16,913
-441
-3% -$10K ﹤0.01% 2594
2024
Q4 		$414K Sell
17,354
-270
-2% -$6.27K ﹤0.01% 2344
2024
Q3 		$340K Sell
17,624
-44
-0.2% -$807 ﹤0.01% 2457
2024
Q2 		$287K Sell
17,668
-274
-2% -$4.14K ﹤0.01% 2484
2024
Q1 		$254K Sell
17,942
-233
-1% -$2.93K ﹤0.01% 2583
2023
Q4 		$222K Sell
18,175
-673
-4% -$7.33K ﹤0.01% 2606
2023
Q3 		$192K Sell
18,848
-3,769
-17% -$38.4K ﹤0.01% 2524
2023
Q2 		$188K Sell
22,617
-5,003
-18% -$41.3K ﹤0.01% 2489
2023
Q1 		$251K Sell
27,620
-2,273
-8% -$22.7K ﹤0.01% 2214
2022
Q4 		$293K Buy
+29,893
New +$256K ﹤0.01% 2052

Other funds holding PWP

Fidelity Investments
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