Rockefeller Capital Management
PWP icon

Rockefeller Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Rockefeller Capital Management’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 		$10.6M Sell
664,754
-23,545
-3% -$431K 0.02% 709
2026
Q1 		$12.5M Sell
688,299
-7,396
-1% -$145K 0.02% 598
2025
Q4 		$12M Sell
695,695
-19,249
-3% -$359K 0.02% 600
2025
Q3 		$15.2M Buy
+714,944
New +$15.3M 0.03% 501

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

Rockefeller Capital Management's PWP Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Perella Weinberg Partners (PWP) stake by 3.4% in Q2 2026, selling an estimated $431K and leaving 664,754 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #709.

Rockefeller Capital Management first reported a position in PWP in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.2M in Q3 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Rockefeller Capital Management held 664,754 shares of Perella Weinberg Partners worth $10.6M as of Q2 2026.
  • Rockefeller Capital Management sold 23,545 Perella Weinberg Partners shares in Q2 2026, an estimated $431K.
  • Perella Weinberg Partners made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #709 holding.
  • Rockefeller Capital Management first reported a position in Perella Weinberg Partners in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Perella Weinberg Partners position peaked at $15.2M in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.