Wellington Management Group
PWP icon

Wellington Management Group’s Perella Weinberg Partners PWP Stock Holding History

Wellington 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 		$71.3M Buy
3,925,854
+167,995
+4% +$3.3M 0.01% 627
2025
Q4 		$65M Sell
3,757,859
-412,403
-10% -$7.7M 0.01% 661
2025
Q3 		$88.9M Sell
4,170,262
-182,491
-4% -$3.9M 0.02% 585
2025
Q2 		$84.5M Buy
4,352,753
+1,343,269
+45% +$23.7M 0.02% 562
2025
Q1 		$55.4M Buy
3,009,484
+1,692,922
+129% +$38.4M 0.01% 658
2024
Q4 		$31.4M Buy
1,316,562
+158,957
+14% +$3.69M 0.01% 845
2024
Q3 		$22.4M Buy
1,157,605
+771,736
+200% +$14.2M ﹤0.01% 917
2024
Q2 		$6.16M Sell
385,869
-53,263
-12% -$804K ﹤0.01% 1274
2024
Q1 		$6.01M Sell
439,132
-293,184
-40% -$3.68M ﹤0.01% 1283
2023
Q4 		$8.79M Sell
732,316
-1,381,322
-65% -$15M ﹤0.01% 1146
2023
Q3 		$21.4M Sell
2,113,638
-702,142
-25% -$7.15M ﹤0.01% 923
2023
Q2 		$23.3M Sell
2,815,780
-503,934
-15% -$4.16M ﹤0.01% 911
2023
Q1 		$30.1M Sell
3,319,714
-1,379,922
-29% -$13.8M 0.01% 824
2022
Q4 		$45.9M Sell
4,699,636
-618,324
-12% -$5.29M 0.01% 709
2022
Q3 		$33.6M Sell
5,317,960
-861,906
-14% -$6.12M 0.01% 762
2022
Q2 		$35.9M Sell
6,179,866
-1,553,806
-20% -$11.2M 0.01% 771
2022
Q1 		$73M Buy
7,733,672
+2,396,198
+45% +$25.5M 0.01% 653
2021
Q4 		$68.4M Sell
5,337,474
-177,829
-3% -$2.34M 0.01% 735
2021
Q3 		$72.9M Buy
5,515,303
+793,624
+17% +$10.6M 0.01% 707
2021
Q2 		$59.9M Buy
4,721,679
+2,684,276
+132% +$31.6M 0.01% 767
2021
Q1 		$22.8M Buy
2,037,403
+1,712,403
+527% +$19.2M ﹤0.01% 1037
2020
Q4 		$3.67M Buy
+325,000
New +$3.39M ﹤0.01% 1377

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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 $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group's PWP Position: Q1 2026 in Review

Wellington Management Group increased its Perella Weinberg Partners (PWP) stake by 4.5% in Q1 2026, buying an estimated $3.3M and bringing the position to 3,925,854 shares worth $71.3M. The position accounts for 0.01% of the portfolio, ranked #627.

Wellington Management Group first reported a position in PWP in Q4 2020 and has held it in 22 quarters since. The position peaked at $88.9M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Wellington Management Group held 3,925,854 shares of Perella Weinberg Partners worth $71.3M as of Q1 2026.
  • Wellington Management Group bought 167,995 Perella Weinberg Partners shares in Q1 2026, an estimated $3.3M.
  • Perella Weinberg Partners made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #627 holding.
  • Wellington Management Group first reported a position in Perella Weinberg Partners in Q4 2020 and has held it in 22 quarters since.
  • Wellington Management Group's Perella Weinberg Partners position peaked at $88.9M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.