EverSource Wealth Advisors’s Perella Weinberg Partners PWP Stock Holding History

EverSource Wealth Advisors’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	$702	Sell	44 -380	-90%	-$6.95K	﹤0.01%	4062
2026 Q1	$7.7K	Sell	424 -7	-2%	-$138	﹤0.01%	3059
2025 Q4	$7.46K	Sell	431 -307	-42%	-$5.73K	﹤0.01%	2937
2025 Q3	$15.7K	Sell	738 -42	-5%	-$898	﹤0.01%	2530
2025 Q2	$15.1K	Buy	+780	New	+$13.8K	﹤0.01%	2508
2025 Q1	–	Sell	-41	Closed	-$977	–	4150
2024 Q4	$977	Buy	+41	New	+$951	﹤0.01%	2971

Other funds holding PWP

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EverSource Wealth Advisors's PWP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Perella Weinberg Partners (PWP) stake by 90% in Q2 2026, selling an estimated $6.95K and leaving 44 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #4062.

EverSource Wealth Advisors first reported a position in PWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.7K in Q3 2025. 40 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

EverSource Wealth Advisors held 44 shares of Perella Weinberg Partners worth $702 as of Q2 2026.
EverSource Wealth Advisors sold 380 Perella Weinberg Partners shares in Q2 2026, an estimated $6.95K.
Perella Weinberg Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4062 holding.
EverSource Wealth Advisors first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Perella Weinberg Partners position peaked at $15.7K in Q3 2025.
40 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.