UBS Group’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.15M | Sell |
228,288
-62,806
| -22% | -$1.23M | ﹤0.01% | 4268 |
|
|
2025
Q4 | $5.04M | Sell |
291,094
-33,555
| -10% | -$626K | ﹤0.01% | 4024 |
|
|
2025
Q3 | $6.92M | Buy |
324,649
+77,412
| +31% | +$1.65M | ﹤0.01% | 3693 |
|
|
2025
Q2 | $4.8M | Buy |
247,237
+122,035
| +97% | +$2.16M | ﹤0.01% | 3935 |
|
|
2025
Q1 | $2.3M | Buy |
125,202
+47,865
| +62% | +$1.09M | ﹤0.01% | 4590 |
|
|
2024
Q4 | $1.84M | Buy |
77,337
+32,279
| +72% | +$749K | ﹤0.01% | 4798 |
|
|
2024
Q3 | $870K | Buy |
45,058
+18,055
| +67% | +$331K | ﹤0.01% | 4774 |
|
|
2024
Q2 | $439K | Sell |
27,003
-40,119
| -60% | -$606K | ﹤0.01% | 5098 |
|
|
2024
Q1 | $948K | Buy |
67,122
+12,494
| +23% | +$157K | ﹤0.01% | 4643 |
|
|
2023
Q4 | $668K | Buy |
54,628
+31,812
| +139% | +$346K | ﹤0.01% | 4845 |
|
|
2023
Q3 | $232K | Sell |
22,816
-18,180
| -44% | -$185K | ﹤0.01% | 5253 |
|
|
2023
Q2 | $341K | Sell |
40,996
-65,717
| -62% | -$542K | ﹤0.01% | 5126 |
|
|
2023
Q1 | $971K | Buy |
106,713
+852
| +0.8% | +$8.51K | ﹤0.01% | 4124 |
|
|
2022
Q4 | $1.04M | Sell |
105,861
-113,735
| -52% | -$973K | ﹤0.01% | 4039 |
|
|
2022
Q3 | $1.39M | Buy |
219,596
+53,031
| +32% | +$376K | ﹤0.01% | 3466 |
|
|
2022
Q2 | $971K | Buy |
166,565
+57,174
| +52% | +$414K | ﹤0.01% | 3766 |
|
|
2022
Q1 | $1.03M | Buy |
109,391
+108,176
| +8,903% | +$1.15M | ﹤0.01% | 4067 |
|
|
2021
Q4 | $16K | Buy |
+1,215
| New | +$16K | ﹤0.01% | 8175 |
|
|
2021
Q3 | – | Sell |
-3,042
| Closed | -$39K | – | 9971 |
|
|
2021
Q2 | $39K | Sell |
3,042
-1,323
| -30% | -$15.6K | ﹤0.01% | 6666 |
|
|
2021
Q1 | $49K | Buy |
4,365
+4,265
| +4,265% | +$47.9K | ﹤0.01% | 6577 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1.04K | ﹤0.01% | 8242 |
|
Other funds holding PWP
N
VCM
