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Bell Investment Advisors’s Perella Weinberg Partners PWP Stock Holding History

Bell Investment Advisors’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 		– Sell
-370
Closed -$6.4K – 1919
2025
Q4 		$6.4K Buy
+370
New +$6.91K ﹤0.01% 885

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

Bell Investment Advisors's PWP Position: Q1 2026 in Review

Bell Investment Advisors sold out of Perella Weinberg Partners (PWP) in Q1 2026, closing a stake of 370 shares — an estimated $6.4K sold.

Bell Investment Advisors first reported a position in PWP in Q4 2025 and held it in 1 quarter. The position peaked at $6.4K in Q4 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Bell Investment Advisors reported no remaining Perella Weinberg Partners position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 370 Perella Weinberg Partners shares in Q1 2026, an estimated $6.4K.
  • Bell Investment Advisors first reported a position in Perella Weinberg Partners in Q4 2025 and held it in 1 quarter.
  • Bell Investment Advisors's Perella Weinberg Partners position peaked at $6.4K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.