Morgan Stanley
PWP icon

Morgan Stanley’s Perella Weinberg Partners PWP Stock Holding History

Morgan Stanley’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 		$5.1M Sell
319,422
-50,167
-14% -$918K ﹤0.01% 4213
2026
Q1 		$6.71M Sell
369,589
-767,676
-68% -$15.1M ﹤0.01% 3899
2025
Q4 		$19.7M Buy
1,137,265
+668,799
+143% +$12.5M ﹤0.01% 2948
2025
Q3 		$9.99M Sell
468,466
-149,983
-24% -$3.21M ﹤0.01% 3553
2025
Q2 		$12M Buy
618,449
+82,136
+15% +$1.45M ﹤0.01% 3277
2025
Q1 		$9.87M Buy
536,313
+146,794
+38% +$3.33M ﹤0.01% 3349
2024
Q4 		$9.29M Buy
389,519
+45,303
+13% +$1.05M ﹤0.01% 3470
2024
Q3 		$6.65M Buy
344,216
+149,159
+76% +$2.74M ﹤0.01% 3734
2024
Q2 		$3.17M Sell
195,057
-45,447
-19% -$686K ﹤0.01% 4238
2024
Q1 		$3.4M Buy
240,504
+11,184
+5% +$141K ﹤0.01% 4216
2023
Q4 		$2.8M Buy
229,320
+91,401
+66% +$995K ﹤0.01% 4309
2023
Q3 		$1.4M Buy
137,919
+2,736
+2% +$27.9K ﹤0.01% 4606
2023
Q2 		$1.13M Buy
135,183
+11,270
+9% +$93K ﹤0.01% 4766
2023
Q1 		$1.13M Buy
123,913
+17,218
+16% +$172K ﹤0.01% 4791
2022
Q4 		$1.05M Buy
106,695
+1,285
+1% +$11K ﹤0.01% 4848
2022
Q3 		$666K Buy
105,410
+10,626
+11% +$75.4K ﹤0.01% 5114
2022
Q2 		$553K Sell
94,784
-1,926,556
-95% -$13.9M ﹤0.01% 5362
2022
Q1 		$19.1M Buy
2,021,340
+712,914
+54% +$7.6M ﹤0.01% 2173
2021
Q4 		$16.8M Buy
1,308,426
+112,308
+9% +$1.48M ﹤0.01% 2341
2021
Q3 		$15.8M Buy
1,196,118
+1,083,063
+958% +$14.4M ﹤0.01% 2339
2021
Q2 		$1.45M Buy
113,055
+54,894
+94% +$647K ﹤0.01% 4864
2021
Q1 		$651K Buy
58,161
+37,142
+177% +$417K ﹤0.01% 5005
2020
Q4 		$237K Buy
+21,019
New +$219K ﹤0.01% 5506

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

Morgan Stanley's PWP Position: Q2 2026 in Review

Morgan Stanley reduced its Perella Weinberg Partners (PWP) stake by 14% in Q2 2026, selling an estimated $918K and leaving 319,422 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #4213.

Morgan Stanley first reported a position in PWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.7M in Q4 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Morgan Stanley held 319,422 shares of Perella Weinberg Partners worth $5.1M as of Q2 2026.
  • Morgan Stanley sold 50,167 Perella Weinberg Partners shares in Q2 2026, an estimated $918K.
  • Perella Weinberg Partners made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4213 holding.
  • Morgan Stanley first reported a position in Perella Weinberg Partners in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Perella Weinberg Partners position peaked at $19.7M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.