Arax Advisory Partners’s Perella Weinberg Partners PWP Stock Holding History

Arax Advisory 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	$21.7K	Buy	1,362 +820	+151%	+$15K	﹤0.01%	3907
2026 Q1	$9.84K	Sell	542 -133	-20%	-$2.61K	﹤0.01%	2449
2025 Q4	$11.7K	Sell	675 -162	-19%	-$3.02K	﹤0.01%	2389
2025 Q3	$17.8K	Buy	837 +782	+1,422%	+$16.7K	﹤0.01%	2316
2025 Q2	$1.07K	Sell	55 -189	-77%	-$3.34K	﹤0.01%	2752
2025 Q1	$4.49K	Sell	244 -350	-59%	-$7.94K	﹤0.01%	1818
2024 Q4	$14.2K	Sell	594 -5	-0.8%	-$116	﹤0.01%	1358
2024 Q3	$11.6K	Sell	599 -19	-3%	-$349	﹤0.01%	1341
2024 Q2	$10K	Buy	618 +583	+1,666%	+$8.8K	﹤0.01%	1272
2024 Q1	$494	Buy	+35	New	+$440	﹤0.01%	1236

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arax Advisory Partners's PWP Position: Q2 2026 in Review

Arax Advisory Partners increased its Perella Weinberg Partners (PWP) stake by 151% in Q2 2026, buying an estimated $15K and bringing the position to 1,362 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3907.

Arax Advisory Partners first reported a position in PWP in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Arax Advisory Partners held 1,362 shares of Perella Weinberg Partners worth $21.7K as of Q2 2026.
Arax Advisory Partners bought 820 Perella Weinberg Partners shares in Q2 2026, an estimated $15K.
Perella Weinberg Partners made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3907 holding.
Arax Advisory Partners first reported a position in Perella Weinberg Partners in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.