Chuck Royce's PWP Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.39 M shares of Perella Weinberg Partners (PWP) worth $22.24 M, representing 0.18% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in PWP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 421,197 shares. Largest reduction occurred in Q4 2025, reducing 230,409 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Perella Weinberg Partners (PWP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Perella Weinberg Partners (PWP) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +421,197 | Add 43.33% | 1.39 M | $15.96 |
| Q1 2026 | +39,100 | Add 4.19% | 971,991 | $18.16 |
| Q4 2025 | -230,409 | Reduce 19.81% | 932,891 | $17.30 |
| Q3 2025 | +234,907 | Add 25.30% | 1.16 M | $21.32 |
| Q2 2025 | -170,761 | Reduce 15.54% | 928,393 | $19.42 |
| Q1 2025 | +39,096 | Add 3.69% | 1.1 M | $18.40 |
| Q4 2024 | -119,053 | Reduce 10.10% | 1.06 M | $23.84 |
| Q3 2024 | +147,424 | Add 14.29% | 1.18 M | $19.31 |
| Q2 2024 | +187,868 | Add 22.26% | 1.03 M | $16.25 |
| Q1 2024 | +55,294 | Add 7.01% | 843,819 | $14.13 |
| Q4 2023 | +43,113 | Add 5.78% | 788,525 | $12.23 |
| Q3 2023 | +367,462 | Add 97.23% | 745,412 | $10.18 |
| Q2 2023 | +377,950 | New Buy | 377,950 | $8.33 |
Chuck Royce's Perella Weinberg Partners Investment FAQs
Chuck Royce first purchased Perella Weinberg Partners (PWP) in Q2 2023, acquiring 377,950 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Perella Weinberg Partners (PWP) for 13 quarters since Q2 2023.
Chuck Royce's largest addition to Perella Weinberg Partners (PWP) was in Q2 2026, adding 1,393,188 shares worth $22.24 M.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 1,393,188 shares of Perella Weinberg Partners (PWP), valued at approximately $22.24 M.
As of the Q2 2026 filing, Perella Weinberg Partners (PWP) represents approximately 0.18% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Perella Weinberg Partners (PWP) was 1,393,188 shares, as reported at the end of Q2 2026.