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PWP icon

Covestor’s Perella Weinberg Partners PWP Stock Holding History

Covestor’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
6
– – ﹤0.01% 2675
2025
Q4 		$0 Hold
6
– – ﹤0.01% 2648
2025
Q3 		$0 Hold
6
– – ﹤0.01% 2667
2025
Q2 		$0 Hold
6
– – ﹤0.01% 2644
2025
Q1 		$0 Hold
6
– – ﹤0.01% 2625
2024
Q4 		$0 Hold
6
– – ﹤0.01% 2633
2024
Q3 		$0 Hold
6
– – ﹤0.01% 2646
2024
Q2 		$0 Buy
+6
New +$91 ﹤0.01% 2648
2023
Q2 		– Sell
-2
Closed – – 2539
2023
Q1 		$0 Sell
2
-3
-60% -$30 ﹤0.01% 2463
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2490
2022
Q3 		$0 Buy
+5
New +$35 ﹤0.01% 2460

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

Covestor's PWP Position: Q1 2026 in Review

Covestor held its Perella Weinberg Partners (PWP) position steady in Q1 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Covestor first reported a position in PWP in Q3 2022 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Covestor held 6 shares of Perella Weinberg Partners worth $0 as of Q1 2026.
  • Covestor left its Perella Weinberg Partners share count unchanged in Q1 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2675 holding.
  • Covestor first reported a position in Perella Weinberg Partners in Q3 2022 and has held it in 11 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.