Ameritas Investment Partners
PWP icon

Ameritas Investment Partners’s Perella Weinberg Partners PWP Stock Holding History

Ameritas Investment Partners’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 		$102K Buy
6,376
+1,181
+23% +$21.6K ﹤0.01% 1833
2026
Q1 		$94.3K Hold
5,195
– – ﹤0.01% 1725
2025
Q4 		$89.9K Hold
5,195
– – ﹤0.01% 1768
2025
Q3 		$111K Sell
5,195
-1,030
-17% -$22K ﹤0.01% 1627
2025
Q2 		$121K Buy
6,225
+1,075
+21% +$19K ﹤0.01% 1623
2025
Q1 		$94.8K Hold
5,150
– – ﹤0.01% 1744
2024
Q4 		$123K Hold
5,150
– – ﹤0.01% 1639
2024
Q3 		$99.4K Hold
5,150
– – ﹤0.01% 1785
2024
Q2 		$83.7K Buy
5,150
+795
+18% +$12K ﹤0.01% 1839
2024
Q1 		$61.5K Hold
4,355
– – ﹤0.01% 2029
2023
Q4 		$53.3K Buy
4,355
+861
+25% +$9.38K ﹤0.01% 2133
2023
Q3 		$35.6K Hold
3,494
– – ﹤0.01% 2278
2023
Q2 		$29.1K Hold
3,494
– – ﹤0.01% 2355
2023
Q1 		$31.8K Hold
3,494
– – ﹤0.01% 2235
2022
Q4 		$35.3K Hold
3,494
– – ﹤0.01% 2273
2022
Q3 		$22K Hold
3,494
– – ﹤0.01% 2488
2022
Q2 		$20K Buy
+3,494
New +$25.3K ﹤0.01% 2543

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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ameritas Investment Partners's PWP Position: Q2 2026 in Review

Ameritas Investment Partners increased its Perella Weinberg Partners (PWP) stake by 23% in Q2 2026, buying an estimated $21.6K and bringing the position to 6,376 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Ameritas Investment Partners first reported a position in PWP in Q2 2022 and has held it in 17 quarters since. The position peaked at $123K in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Ameritas Investment Partners held 6,376 shares of Perella Weinberg Partners worth $102K as of Q2 2026.
  • Ameritas Investment Partners bought 1,181 Perella Weinberg Partners shares in Q2 2026, an estimated $21.6K.
  • Perella Weinberg Partners made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1833 holding.
  • Ameritas Investment Partners first reported a position in Perella Weinberg Partners in Q2 2022 and has held it in 17 quarters since.
  • Ameritas Investment Partners's Perella Weinberg Partners position peaked at $123K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.