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

Sterling 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	$3.94K	Sell	247 -177	-42%	-$3.24K	﹤0.01%	2746
2026 Q1	$7.7K	Buy	424 +11	+3%	+$216	﹤0.01%	2516
2025 Q4	$7.14K	Buy	413 +262	+174%	+$4.89K	﹤0.01%	2768
2025 Q3	$3.22K	Buy	151 +4	+3%	+$85	﹤0.01%	2897
2025 Q2	$2.85K	Buy	147 +93	+172%	+$1.64K	﹤0.01%	2807
2025 Q1	$994	Hold	54	–	–	﹤0.01%	2818
2024 Q4	$1.29K	Hold	54	–	–	﹤0.01%	2886
2024 Q3	$1.04K	Buy	+54	New	+$990	﹤0.01%	2501

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

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

Sterling Capital Management reduced its Perella Weinberg Partners (PWP) stake by 42% in Q2 2026, selling an estimated $3.24K and leaving 247 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Sterling Capital Management first reported a position in PWP in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.7K in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Sterling Capital Management held 247 shares of Perella Weinberg Partners worth $3.94K as of Q2 2026.
Sterling Capital Management sold 177 Perella Weinberg Partners shares in Q2 2026, an estimated $3.24K.
Perella Weinberg Partners made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2746 holding.
Sterling Capital Management first reported a position in Perella Weinberg Partners in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Perella Weinberg Partners position peaked at $7.7K in Q1 2026.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.