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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
Q2 		$0 Buy
20
+14
+233% +$256 ﹤0.01% 2773
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 $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

Covestor's PWP Position: Q2 2026 in Review

Covestor increased its Perella Weinberg Partners (PWP) stake by 233% in Q2 2026, buying an estimated $256 and bringing the position to 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Covestor first reported a position in PWP in Q3 2022 and has held it in 12 quarters since. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Covestor held 20 shares of Perella Weinberg Partners worth $0 as of Q2 2026.
  • Covestor bought 14 Perella Weinberg Partners shares in Q2 2026, an estimated $256.
  • Perella Weinberg Partners made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2773 holding.
  • Covestor first reported a position in Perella Weinberg Partners in Q3 2022 and has held it in 12 quarters since.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.