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Emerald Advisers’s Perella Weinberg Partners PWP Stock Holding History

Emerald Advisers’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 		$440K Sell
27,567
-992,302
-97% -$18.2M 0.01% 192
2026
Q1 		$18.5M Buy
1,019,869
+31,163
+3% +$612K 0.59% 77
2025
Q4 		$17.1M Buy
988,706
+185,052
+23% +$3.45M 0.53% 89
2025
Q3 		$17.1M Buy
803,654
+235,448
+41% +$5.03M 0.55% 75
2025
Q2 		$11M Buy
568,206
+164,926
+41% +$2.91M 0.4% 94
2025
Q1 		$7.42M Buy
+403,280
New +$9.15M 0.33% 96

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

Emerald Advisers's PWP Position: Q2 2026 in Review

Emerald Advisers reduced its Perella Weinberg Partners (PWP) stake by 97% in Q2 2026, selling an estimated $18.2M and leaving 27,567 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #192.

Emerald Advisers first reported a position in PWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.5M in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Emerald Advisers held 27,567 shares of Perella Weinberg Partners worth $440K as of Q2 2026.
  • Emerald Advisers sold 992,302 Perella Weinberg Partners shares in Q2 2026, an estimated $18.2M.
  • Perella Weinberg Partners made up 0.01% of Emerald Advisers's portfolio in Q2 2026, its #192 holding.
  • Emerald Advisers first reported a position in Perella Weinberg Partners in Q1 2025 and has held it in 6 quarters since.
  • Emerald Advisers's Perella Weinberg Partners position peaked at $18.5M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.