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Grey Fox Wealth Advisors’s Perella Weinberg Partners PWP Stock Holding History

Grey Fox 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
2025
Q4 		– Sell
-20
Closed -$426 – 486
2025
Q3 		$426 Buy
+20
New +$427 ﹤0.01% 607

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grey Fox Wealth Advisors's PWP Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Perella Weinberg Partners (PWP) in Q4 2025, closing a stake of 20 shares — an estimated $426 sold.

Grey Fox Wealth Advisors first reported a position in PWP in Q3 2025 and held it in 1 quarter. The position peaked at $426 in Q3 2025. 170 funds tracked by Wall St. Rank hold PWP as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Perella Weinberg Partners position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 20 Perella Weinberg Partners shares in Q4 2025, an estimated $426.
  • Grey Fox Wealth Advisors first reported a position in Perella Weinberg Partners in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Perella Weinberg Partners position peaked at $426 in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.