First Horizon Advisors’s Perella Weinberg Partners PWP Stock Holding History

First Horizon 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
2025 Q2	$8.06K	Hold	415	–	–	﹤0.01%	1739
2025 Q1	$7.64K	Hold	415	–	–	﹤0.01%	1697
2024 Q4	$9.89K	Hold	415	–	–	﹤0.01%	1614
2024 Q3	$8.01K	Hold	415	–	–	﹤0.01%	1681
2024 Q2	$6.74K	Hold	415	–	–	﹤0.01%	1678
2024 Q1	$5.86K	Buy	+415	New	+$5.21K	﹤0.01%	1772

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Horizon Advisors's PWP Position: Q2 2025 in Review

First Horizon Advisors held its Perella Weinberg Partners (PWP) position steady in Q2 2025 at 415 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

First Horizon Advisors first reported a position in PWP in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.89K in Q4 2024. 167 funds tracked by Wall St. Rank hold PWP as of Q2 2025.

First Horizon Advisors held 415 shares of Perella Weinberg Partners worth $8.06K as of Q2 2025.
First Horizon Advisors left its Perella Weinberg Partners share count unchanged in Q2 2025.
Perella Weinberg Partners made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1739 holding.
First Horizon Advisors first reported a position in Perella Weinberg Partners in Q1 2024 and has held it in 6 quarters since.
First Horizon Advisors's Perella Weinberg Partners position peaked at $9.89K in Q4 2024.
167 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.