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PWP icon

Nuveen’s Perella Weinberg Partners PWP Stock Holding History

Nuveen’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 		$54M Buy
2,975,457
+114,052
+4% +$2.24M 0.01% 614
2025
Q4 		$49.5M Buy
2,861,405
+646,143
+29% +$12.1M 0.01% 645
2025
Q3 		$47.2M Buy
2,215,262
+2,086,590
+1,622% +$44.6M 0.01% 637
2025
Q2 		$2.5M Buy
128,672
+8,124
+7% +$144K ﹤0.01% 2203
2025
Q1 		$2.22M Sell
120,548
-93,345
-44% -$2.12M ﹤0.01% 2301
2024
Q4 		$5.1M Sell
213,893
-255,946
-54% -$5.94M ﹤0.01% 1976
2024
Q3 		$9.07M Sell
469,839
-269,932
-36% -$4.95M ﹤0.01% 1668
2024
Q2 		$12M Buy
739,771
+197,735
+36% +$2.99M ﹤0.01% 1478
2024
Q1 		$7.66M Sell
542,036
-13,858
-2% -$174K ﹤0.01% 1761
2023
Q4 		$6.8M Buy
555,894
+45,664
+9% +$497K ﹤0.01% 1803
2023
Q3 		$5.19M Sell
510,230
-71,314
-12% -$726K ﹤0.01% 1850
2023
Q2 		$4.84M Buy
581,544
+27,367
+5% +$226K ﹤0.01% 1935
2023
Q1 		$5.04M Buy
554,177
+418,401
+308% +$4.18M ﹤0.01% 1883
2022
Q4 		$1.33M Buy
135,776
+2,417
+2% +$20.7K ﹤0.01% 2570
2022
Q3 		$844K Sell
133,359
-12,775
-9% -$90.7K ﹤0.01% 2821
2022
Q2 		$852K Buy
+146,134
New +$1.06M ﹤0.01% 2864

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return