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Avion Wealth’s Perella Weinberg Partners PWP Stock Holding History

Avion Wealth’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 		$0 Hold
31
– – ﹤0.01% 1530
2025
Q4 		$0 Hold
31
– – ﹤0.01% 1522
2025
Q3 		$0 Hold
31
– – ﹤0.01% 1479
2025
Q2 		$0 Buy
+31
New +$548 ﹤0.01% 1521

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

Avion Wealth's PWP Position: Q1 2026 in Review

Avion Wealth held its Perella Weinberg Partners (PWP) position steady in Q1 2026 at 31 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Avion Wealth first reported a position in PWP in Q2 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Avion Wealth held 31 shares of Perella Weinberg Partners worth $0 as of Q1 2026.
  • Avion Wealth left its Perella Weinberg Partners share count unchanged in Q1 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1530 holding.
  • Avion Wealth first reported a position in Perella Weinberg Partners in Q2 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.