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Essential Partners’s Perella Weinberg Partners PWP Stock Holding History

Essential Partners’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 		$319 Sell
20
-504
-96% -$9.22K ﹤0.01% 2557
2026
Q1 		$9.52K Buy
524
+468
+836% +$9.2K ﹤0.01% 1280
2025
Q4 		$969 Buy
56
+54
+2,700% +$1.01K ﹤0.01% 2040
2025
Q3 		$43 Hold
2
– – ﹤0.01% 2582
2025
Q2 		$39 Buy
+2
New +$35 ﹤0.01% 2169

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

Essential Partners's PWP Position: Q2 2026 in Review

Essential Partners reduced its Perella Weinberg Partners (PWP) stake by 96% in Q2 2026, selling an estimated $9.22K and leaving 20 shares worth $319. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Essential Partners first reported a position in PWP in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.52K in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Essential Partners held 20 shares of Perella Weinberg Partners worth $319 as of Q2 2026.
  • Essential Partners sold 504 Perella Weinberg Partners shares in Q2 2026, an estimated $9.22K.
  • Perella Weinberg Partners made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2557 holding.
  • Essential Partners first reported a position in Perella Weinberg Partners in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Perella Weinberg Partners position peaked at $9.52K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.