William Blair Investment Management
PWP icon

William Blair Investment Management’s Perella Weinberg Partners PWP Stock Holding History

William Blair Investment 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
Q1 		$74M Buy
4,076,313
+130,150
+3% +$2.56M 0.24% 112
2025
Q4 		$68.3M Buy
3,946,163
+379,652
+11% +$7.09M 0.19% 126
2025
Q3 		$76M Buy
3,566,511
+1,298,246
+57% +$27.7M 0.2% 124
2025
Q2 		$44M Buy
2,268,265
+934,382
+70% +$16.5M 0.12% 150
2025
Q1 		$24.5M Buy
1,333,883
+97,313
+8% +$2.21M 0.07% 264
2024
Q4 		$29.5M Buy
1,236,570
+30,441
+3% +$706K 0.07% 256
2024
Q3 		$23.3M Sell
1,206,129
-36,810
-3% -$675K 0.06% 286
2024
Q2 		$20.2M Buy
+1,242,939
New +$18.8M 0.05% 303

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

William Blair Investment Management's PWP Position: Q1 2026 in Review

William Blair Investment Management increased its Perella Weinberg Partners (PWP) stake by 3.3% in Q1 2026, buying an estimated $2.56M and bringing the position to 4,076,313 shares worth $74M. The position accounts for 0.24% of the portfolio, ranked #112.

William Blair Investment Management first reported a position in PWP in Q2 2024 and has held it in 8 quarters since. The position peaked at $76M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • William Blair Investment Management held 4,076,313 shares of Perella Weinberg Partners worth $74M as of Q1 2026.
  • William Blair Investment Management bought 130,150 Perella Weinberg Partners shares in Q1 2026, an estimated $2.56M.
  • Perella Weinberg Partners made up 0.24% of William Blair Investment Management's portfolio in Q1 2026, its #112 holding.
  • William Blair Investment Management first reported a position in Perella Weinberg Partners in Q2 2024 and has held it in 8 quarters since.
  • William Blair Investment Management's Perella Weinberg Partners position peaked at $76M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on William Blair Investment Management's 13F filing for Q1 2026, filed 8 May 2026.