Wells Fargo
PWP icon

Wells Fargo’s Perella Weinberg Partners PWP Stock Holding History

Wells Fargo’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 		$1.68M Sell
92,396
-41,553
-31% -$817K ﹤0.01% 3396
2025
Q4 		$2.32M Buy
133,949
+43,703
+48% +$816K ﹤0.01% 3321
2025
Q3 		$1.92M Buy
90,246
+19,426
+27% +$415K ﹤0.01% 3336
2025
Q2 		$1.38M Buy
70,820
+6,328
+10% +$112K ﹤0.01% 3495
2025
Q1 		$1.19M Buy
64,492
+1,769
+3% +$40.1K ﹤0.01% 3544
2024
Q4 		$1.5M Buy
62,723
+20,868
+50% +$484K ﹤0.01% 3415
2024
Q3 		$808K Sell
41,855
-793
-2% -$14.5K ﹤0.01% 3683
2024
Q2 		$693K Buy
42,648
+28,105
+193% +$424K ﹤0.01% 3709
2024
Q1 		$205K Buy
14,543
+3,634
+33% +$45.7K ﹤0.01% 4456
2023
Q4 		$133K Buy
10,909
+2,496
+30% +$27.2K ﹤0.01% 4727
2023
Q3 		$85.6K Sell
8,413
-9,373
-53% -$95.4K ﹤0.01% 4868
2023
Q2 		$148K Buy
17,786
+10,653
+149% +$87.9K ﹤0.01% 4774
2023
Q1 		$64.9K Buy
+7,133
New +$71.3K ﹤0.01% 5026
2022
Q4 		– Sell
-698
Closed -$4K – 7707
2022
Q3 		$4K Sell
698
-498
-42% -$3.54K ﹤0.01% 5987
2022
Q2 		$7K Buy
1,196
+715
+149% +$5.17K ﹤0.01% 5902
2022
Q1 		$4K Buy
481
+267
+125% +$2.85K ﹤0.01% 6535
2021
Q4 		$3K Buy
214
+3
+1% +$39 ﹤0.01% 6813
2021
Q3 		$3K Buy
+211
New +$2.81K ﹤0.01% 6501

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return