Citadel Advisors
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Citadel Advisors’s Perella Weinberg Partners PWP Stock Holding History

Citadel 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
2025
Q4 		– Sell
-12,100
Closed -$258K – 13792
2025
Q3 		$258K Buy
+12,100
New +$259K ﹤0.01% 10691
2025
Q2 		– Sell
-7,700
Closed -$142K – 14575
2025
Q1 		$142K Sell
7,700
-13,900
-64% -$315K ﹤0.01% 10956
2024
Q4 		$515K Sell
21,600
-35,000
-62% -$812K ﹤0.01% 8482
2024
Q3 		$1.09M Buy
56,600
+22,800
+67% +$418K ﹤0.01% 6697
2024
Q2 		$549K Buy
33,800
+29,600
+705% +$447K ﹤0.01% 7863
2024
Q1 		$59.3K Sell
4,200
-33,300
-89% -$418K ﹤0.01% 12009
2023
Q4 		$459K Buy
37,500
+23,000
+159% +$250K ﹤0.01% 8293
2023
Q3 		$148K Sell
14,500
-10,800
-43% -$110K ﹤0.01% 10383
2023
Q2 		$211K Buy
25,300
+4,000
+19% +$33K ﹤0.01% 9765
2023
Q1 		$194K Sell
21,300
-13,200
-38% -$132K ﹤0.01% 10242
2022
Q4 		$338K Buy
+34,500
New +$295K ﹤0.01% 9057
2022
Q3 		– Sell
-16,400
Closed -$96K – 13408
2022
Q2 		$96K Sell
16,400
-100
-0.6% -$723 ﹤0.01% 11447
2022
Q1 		$156K Sell
16,500
-72,600
-81% -$774K ﹤0.01% 11810
2021
Q4 		$1.15M Sell
89,100
-6,500
-7% -$85.5K ﹤0.01% 7611
2021
Q3 		$1.27M Buy
95,600
+30,300
+46% +$404K ﹤0.01% 7528
2021
Q2 		$840K Buy
+65,300
New +$770K ﹤0.01% 8806

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

Citadel Advisors's PWP Position: Q1 2026 in Review

Citadel Advisors reduced its Perella Weinberg Partners (PWP) stake by 75% in Q1 2026, selling an estimated $2.58M and leaving 44,691 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #8148.

Citadel Advisors first reported a position in PWP in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.4M in Q2 2021. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Citadel Advisors held 44,691 shares of Perella Weinberg Partners worth $812K as of Q1 2026.
  • Citadel Advisors sold 131,307 Perella Weinberg Partners shares in Q1 2026, an estimated $2.58M.
  • Perella Weinberg Partners made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8148 holding.
  • Citadel Advisors first reported a position in Perella Weinberg Partners in Q4 2020 and has held it in 21 quarters since.
  • Citadel Advisors's Perella Weinberg Partners position peaked at $15.4M in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

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