Creative Planning’s Perella Weinberg Partners PWP Stock Holding History

Creative Planning’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	$371K	Sell	23,221 -19,359	-45%	-$354K	﹤0.01%	3414
2026 Q1	$773K	Buy	42,580 +663	+2%	+$13K	﹤0.01%	2671
2025 Q4	$725K	Sell	41,917 -10,026	-19%	-$187K	﹤0.01%	2540
2025 Q3	$1.11M	Buy	51,943 +14,060	+37%	+$300K	﹤0.01%	2020
2025 Q2	$736K	Buy	37,883 +16,928	+81%	+$299K	﹤0.01%	2112
2025 Q1	$386K	Sell	20,955 -2,085	-9%	-$47.3K	﹤0.01%	2538
2024 Q4	$549K	Buy	+23,040	New	+$535K	﹤0.01%	2136

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Creative Planning's PWP Position: Q2 2026 in Review

Creative Planning reduced its Perella Weinberg Partners (PWP) stake by 45% in Q2 2026, selling an estimated $354K and leaving 23,221 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

Creative Planning first reported a position in PWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q3 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Creative Planning held 23,221 shares of Perella Weinberg Partners worth $371K as of Q2 2026.
Creative Planning sold 19,359 Perella Weinberg Partners shares in Q2 2026, an estimated $354K.
Perella Weinberg Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3414 holding.
Creative Planning first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 7 quarters since.
Creative Planning's Perella Weinberg Partners position peaked at $1.11M in Q3 2025.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.