Ameriprise
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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
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 $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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Ameriprise's PWP Position: Q1 2026 in Review

Ameriprise increased its Perella Weinberg Partners (PWP) stake by 23% in Q1 2026, buying an estimated $7.29M and bringing the position to 1,967,170 shares worth $35.7M. The position accounts for 0.01% of the portfolio, ranked #1047.

Ameriprise first reported a position in PWP in Q4 2021 and has held it in 18 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Ameriprise held 1,967,170 shares of Perella Weinberg Partners worth $35.7M as of Q1 2026.
  • Ameriprise bought 371,148 Perella Weinberg Partners shares in Q1 2026, an estimated $7.29M.
  • Perella Weinberg Partners made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1047 holding.
  • Ameriprise first reported a position in Perella Weinberg Partners in Q4 2021 and has held it in 18 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.