ASN
PWP icon

Advisory Services Network’s Perella Weinberg Partners PWP Stock Holding History

Advisory Services Network’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
Q2 		– Sell
-14
Closed -$254 – 4036
2026
Q1 		$254 Buy
+14
New +$275 ﹤0.01% 4534
2025
Q4 		– Sell
-14
Closed -$298 – 3667
2025
Q3 		$298 Buy
+14
New +$299 ﹤0.01% 4140

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advisory Services Network's PWP Position: Q2 2026 in Review

Advisory Services Network sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 14 shares — an estimated $254 sold.

Advisory Services Network first reported a position in PWP in Q3 2025 and held it in 2 quarters. The position peaked at $298 in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Advisory Services Network reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 14 Perella Weinberg Partners shares in Q2 2026, an estimated $254.
  • Advisory Services Network first reported a position in Perella Weinberg Partners in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's Perella Weinberg Partners position peaked at $298 in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.