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 Q3	$0	Sell	12 -8	-40%	-$127	﹤0.01%	2736
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 Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's PWP Position: Q3 2026 in Review

Covestor reduced its Perella Weinberg Partners (PWP) stake by 40% in Q3 2026, selling an estimated $127 and leaving 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Covestor first reported a position in PWP in Q3 2022 and has held it in 13 quarters since. 75 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

Covestor held 12 shares of Perella Weinberg Partners worth $0 as of Q3 2026.
Covestor sold 8 Perella Weinberg Partners shares in Q3 2026, an estimated $127.
Perella Weinberg Partners made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2736 holding.
Covestor first reported a position in Perella Weinberg Partners in Q3 2022 and has held it in 13 quarters since.
75 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.