Ameriprise
PWP icon

Ameriprise’s Perella Weinberg Partners PWP Stock Holding History

Ameriprise’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 		$36.2M Buy
2,268,931
+301,761
+15% +$5.52M 0.01% 1114
2026
Q1 		$35.7M Buy
1,967,170
+371,148
+23% +$7.29M 0.01% 1047
2025
Q4 		$27.6M Buy
1,596,022
+17,924
+1% +$335K 0.01% 1195
2025
Q3 		$33.6M Buy
1,578,098
+3,035
+0.2% +$64.9K 0.01% 1100
2025
Q2 		$30.6M Buy
1,575,063
+698,021
+80% +$12.3M 0.01% 1119
2025
Q1 		$16.1M Buy
877,042
+57,812
+7% +$1.31M ﹤0.01% 1451
2024
Q4 		$19.5M Sell
819,230
-12,199
-1% -$283K 0.01% 1349
2024
Q3 		$16.1M Buy
831,429
+668,828
+411% +$12.3M ﹤0.01% 1456
2024
Q2 		$2.64M Buy
162,601
+95,318
+142% +$1.44M ﹤0.01% 2731
2024
Q1 		$951K Sell
67,283
-33,850
-33% -$425K ﹤0.01% 3184
2023
Q4 		$1.24M Buy
101,133
+18,013
+22% +$196K ﹤0.01% 3103
2023
Q3 		$846K Hold
83,120
– – ﹤0.01% 3214
2023
Q2 		$692K Sell
83,120
-30,261
-27% -$250K ﹤0.01% 3316
2023
Q1 		$1.03M Buy
113,381
+52,761
+87% +$527K ﹤0.01% 3138
2022
Q4 		$594K Sell
60,620
-29,100
-32% -$249K ﹤0.01% 3340
2022
Q3 		$568K Hold
89,720
– – ﹤0.01% 3338
2022
Q2 		$523K Buy
89,720
+29,520
+49% +$214K ﹤0.01% 3379
2022
Q1 		$569K Buy
60,200
+14,400
+31% +$154K ﹤0.01% 3438
2021
Q4 		$589K Buy
+45,800
New +$603K ﹤0.01% 3456

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

Ameriprise's PWP Position: Q2 2026 in Review

Ameriprise increased its Perella Weinberg Partners (PWP) stake by 15% in Q2 2026, buying an estimated $5.52M and bringing the position to 2,268,931 shares worth $36.2M. The position accounts for 0.01% of the portfolio, ranked #1114.

Ameriprise first reported a position in PWP in Q4 2021 and has held it in 19 quarters since. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Ameriprise held 2,268,931 shares of Perella Weinberg Partners worth $36.2M as of Q2 2026.
  • Ameriprise bought 301,761 Perella Weinberg Partners shares in Q2 2026, an estimated $5.52M.
  • Perella Weinberg Partners made up 0.01% of Ameriprise's portfolio in Q2 2026, its #1114 holding.
  • Ameriprise first reported a position in Perella Weinberg Partners in Q4 2021 and has held it in 19 quarters since.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.