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Clearstead Advisors’s Perella Weinberg Partners PWP Stock Holding History

Clearstead 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
Q3 		– Sell
-291
Closed -$5.65K – 3212
2025
Q2 		$5.65K Hold
291
– – ﹤0.01% 2070
2025
Q1 		$5.36K Hold
291
– – ﹤0.01% 1734
2024
Q4 		$6.94K Buy
+291
New +$6.75K ﹤0.01% 1662

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearstead Advisors's PWP Position: Q3 2025 in Review

Clearstead Advisors sold out of Perella Weinberg Partners (PWP) in Q3 2025, closing a stake of 291 shares — an estimated $5.65K sold.

Clearstead Advisors first reported a position in PWP in Q4 2024 and held it in 3 quarters. The position peaked at $6.94K in Q4 2024. 165 funds tracked by Wall St. Rank hold PWP as of Q3 2025.

  • Clearstead Advisors reported no remaining Perella Weinberg Partners position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 291 Perella Weinberg Partners shares in Q3 2025, an estimated $5.65K.
  • Clearstead Advisors first reported a position in Perella Weinberg Partners in Q4 2024 and held it in 3 quarters.
  • Clearstead Advisors's Perella Weinberg Partners position peaked at $6.94K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.