Schroder Investment Management Group
PWP icon

Schroder Investment Management Group’s Perella Weinberg Partners PWP Stock Holding History

Schroder Investment Management Group’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 		$17.3M Sell
989,788
-3,824
-0.4% -$75.1K 0.01% 560
2025
Q4 		$17.3M Buy
993,612
+138,645
+16% +$2.59M 0.01% 541
2025
Q3 		$18.4M Sell
854,967
-341,127
-29% -$7.29M 0.01% 543
2025
Q2 		$23.2M Sell
1,196,094
-104,324
-8% -$1.84M 0.02% 480
2025
Q1 		$24M Buy
1,300,418
+127,678
+11% +$2.9M 0.02% 463
2024
Q4 		$27.7M Sell
1,172,740
-567,493
-33% -$13.2M 0.03% 440
2024
Q3 		$33.5M Sell
1,740,233
-252,734
-13% -$4.64M 0.03% 389
2024
Q2 		$32.4M Sell
1,992,967
-76,046
-4% -$1.15M 0.04% 374
2024
Q1 		$29.2M Sell
2,069,013
-91,708
-4% -$1.15M 0.03% 405
2023
Q4 		$26.4M Sell
2,160,721
-133,810
-6% -$1.46M 0.03% 423
2023
Q3 		$23.4M Buy
2,294,531
+9,366
+0.4% +$95.4K 0.03% 420
2023
Q2 		$19M Sell
2,285,165
-8,067
-0.4% -$66.6K 0.03% 482
2023
Q1 		$20.9M Buy
2,293,232
+194,050
+9% +$1.94M 0.03% 461
2022
Q4 		$20.6M Buy
2,099,182
+15,271
+0.7% +$131K 0.03% 456
2022
Q3 		$13.2M Sell
2,083,911
-599,588
-22% -$4.26M 0.02% 540
2022
Q2 		$15.9M Buy
2,683,499
+235,981
+10% +$1.71M 0.02% 528
2022
Q1 		$22.8M Sell
2,447,518
-536,394
-18% -$5.72M 0.03% 466
2021
Q4 		$38.4M Buy
2,983,912
+1,372,716
+85% +$18.1M 0.05% 350
2021
Q3 		$21.3M Buy
1,611,196
+122,293
+8% +$1.63M 0.03% 472
2021
Q2 		$19.1M Buy
1,488,903
+517,026
+53% +$6.1M 0.02% 534
2021
Q1 		$10.9M Buy
+971,877
New +$10.9M 0.01% 650

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $432B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group's PWP Position: Q1 2026 in Review

Schroder Investment Management Group reduced its Perella Weinberg Partners (PWP) stake by 0.38% in Q1 2026, selling an estimated $75.1K and leaving 989,788 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #560.

Schroder Investment Management Group first reported a position in PWP in Q1 2021 and has held it in 21 quarters since. The position peaked at $38.4M in Q4 2021. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Schroder Investment Management Group held 989,788 shares of Perella Weinberg Partners worth $17.3M as of Q1 2026.
  • Schroder Investment Management Group sold 3,824 Perella Weinberg Partners shares in Q1 2026, an estimated $75.1K.
  • Perella Weinberg Partners made up 0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #560 holding.
  • Schroder Investment Management Group first reported a position in Perella Weinberg Partners in Q1 2021 and has held it in 21 quarters since.
  • Schroder Investment Management Group's Perella Weinberg Partners position peaked at $38.4M in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.