Silvercrest Asset Management’s Perella Weinberg Partners PWP Stock Holding History

Silvercrest Asset 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	$7.05M	Sell	441,460 -21,973	-5%	-$402K	0.05%	404
2026 Q1	$8.42M	Buy	463,433 +35,793	+8%	+$703K	0.06%	336
2025 Q4	$7.4M	Hold	427,640	–	–	0.05%	378
2025 Q3	$9.12M	Sell	427,640 -12,278	-3%	-$262K	0.06%	334
2025 Q2	$8.54M	Buy	439,918 +246,487	+127%	+$4.35M	0.06%	345
2025 Q1	$3.56M	Buy	+193,431	New	+$4.39M	0.03%	460

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Silvercrest Asset Management's PWP Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Perella Weinberg Partners (PWP) stake by 4.7% in Q2 2026, selling an estimated $402K and leaving 441,460 shares worth $7.05M. The position accounts for 0.05% of the portfolio, ranked #404.

Silvercrest Asset Management first reported a position in PWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.12M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Silvercrest Asset Management held 441,460 shares of Perella Weinberg Partners worth $7.05M as of Q2 2026.
Silvercrest Asset Management sold 21,973 Perella Weinberg Partners shares in Q2 2026, an estimated $402K.
Perella Weinberg Partners made up 0.05% of Silvercrest Asset Management's portfolio in Q2 2026, its #404 holding.
Silvercrest Asset Management first reported a position in Perella Weinberg Partners in Q1 2025 and has held it in 6 quarters since.
Silvercrest Asset Management's Perella Weinberg Partners position peaked at $9.12M in Q3 2025.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.