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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
2026
Q2 		$384 Buy
+24
New +$439 ﹤0.01% 3010
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clearstead Advisors's PWP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Perella Weinberg Partners (PWP) in Q2 2026: 24 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #3010 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PWP as recently as Q2 2025.

Clearstead Advisors first reported a position in PWP in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.94K in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Clearstead Advisors held 24 shares of Perella Weinberg Partners worth $384 as of Q2 2026.
  • Perella Weinberg Partners was a new Clearstead Advisors position in Q2 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3010 holding.
  • Clearstead Advisors first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 4 quarters since.
  • Clearstead Advisors's Perella Weinberg Partners position peaked at $6.94K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.