Morgan Stanley’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Sell |
240,504
-218,136
| -48% | -$2.74M | ﹤0.01% | 4216 |
|
|
2023
Q4 | $5.61M | Buy |
458,640
+320,721
| +233% | +$3.49M | ﹤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
N
VCM
