Superior Planning, LLC’s Perella Weinberg Partners PWP Stock Holding History

Superior Planning, LLC’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 Q3	$2.5K	Buy	+153	New	+$2.42K	﹤0.01%	1482

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Superior Planning, LLC's PWP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Perella Weinberg Partners (PWP) in Q3 2026: 153 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings.

93 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

Superior Planning, LLC held 153 shares of Perella Weinberg Partners worth $2.5K as of Q3 2026.
Perella Weinberg Partners was a new Superior Planning, LLC position in Q3 2026.
Perella Weinberg Partners made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1482 holding.
93 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.