Marshall Wace
PWP icon

Marshall Wace’s Perella Weinberg Partners PWP Stock Holding History

Marshall Wace’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 		$10.3M Buy
644,227
+327,298
+103% +$5.99M 0.01% 1027
2026
Q1 		$5.76M Buy
+316,929
New +$6.23M 0.01% 1233
2022
Q2 		– Sell
-122,919
Closed -$1.16M – 3763
2022
Q1 		$1.16M Buy
+122,919
New +$1.31M ﹤0.01% 2383
2021
Q4 		– Sell
-31,939
Closed -$422K – 4206
2021
Q3 		$422K Buy
+31,939
New +$425K ﹤0.01% 2474

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

Marshall Wace's PWP Position: Q2 2026 in Review

Marshall Wace increased its Perella Weinberg Partners (PWP) stake by 103% in Q2 2026, buying an estimated $5.99M and bringing the position to 644,227 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1027.

Marshall Wace first reported a position in PWP in Q3 2021 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Marshall Wace held 644,227 shares of Perella Weinberg Partners worth $10.3M as of Q2 2026.
  • Marshall Wace bought 327,298 Perella Weinberg Partners shares in Q2 2026, an estimated $5.99M.
  • Perella Weinberg Partners made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1027 holding.
  • Marshall Wace first reported a position in Perella Weinberg Partners in Q3 2021 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.