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Global Retirement Partners’s Perella Weinberg Partners PWP Stock Holding History

Global Retirement 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 		$112K Buy
+7,036
New +$129K ﹤0.01% 1980
2025
Q4 		$1.18K Buy
68
+21
+45% +$392 ﹤0.01% 3856
2025
Q3 		$1K Buy
47
+15
+47% +$321 ﹤0.01% 3525
2025
Q2 		$621 Buy
+32
New +$565 ﹤0.01% 3549
2024
Q4 		$3.74K Buy
+157
New +$3.64K ﹤0.01% 2823

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

Global Retirement Partners's PWP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Perella Weinberg Partners (PWP) in Q2 2026: 7,036 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1980 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PWP as recently as Q4 2025.

Global Retirement Partners first reported a position in PWP in Q4 2024 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Global Retirement Partners held 7,036 shares of Perella Weinberg Partners worth $112K as of Q2 2026.
  • Perella Weinberg Partners was a new Global Retirement Partners position in Q2 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1980 holding.
  • Global Retirement Partners first reported a position in Perella Weinberg Partners in Q4 2024 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.