A
PWP icon

AlphaQuest’s Perella Weinberg Partners PWP Stock Holding History

AlphaQuest’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 		– Sell
-11,009
Closed -$190K – 1578
2025
Q4 		$190K Buy
11,009
+9,774
+791% +$182K 0.01% 1477
2025
Q3 		$26.3K Sell
1,235
-53,281
-98% -$1.14M ﹤0.01% 2051
2025
Q2 		$1.06M Buy
54,516
+54,514
+2,725,700% +$963K 0.1% 278
2025
Q1 		$37 Sell
2
-28,409
-100% -$645K ﹤0.01% 2005
2024
Q4 		$677K Buy
28,411
+28,217
+14,545% +$655K 0.09% 363
2024
Q3 		$3.75K Buy
194
+1
+0.5% +$18 ﹤0.01% 1586
2024
Q2 		$3.14K Sell
193
-35,569
-99% -$537K ﹤0.01% 1352
2024
Q1 		$505K Buy
35,762
+6,003
+20% +$75.4K 0.09% 364
2023
Q4 		$364K Buy
+29,759
New +$324K 0.08% 463

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
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 $432B AUM 30.22% 1-Year Est. Return

AlphaQuest's PWP Position: Q1 2026 in Review

AlphaQuest sold out of Perella Weinberg Partners (PWP) in Q1 2026, closing a stake of 11,009 shares — an estimated $190K sold.

AlphaQuest first reported a position in PWP in Q4 2023 and held it in 9 quarters. The position peaked at $1.06M in Q2 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • AlphaQuest reported no remaining Perella Weinberg Partners position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 11,009 Perella Weinberg Partners shares in Q1 2026, an estimated $190K.
  • AlphaQuest first reported a position in Perella Weinberg Partners in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Perella Weinberg Partners position peaked at $1.06M in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.