IEQ Capital’s Perella Weinberg Partners PWP Stock Holding History

IEQ Capital’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	–	Sell	-16,622	Closed	-$302K	–	2150
2026 Q1	$302K	Buy	+16,622	New	+$327K	﹤0.01%	1511

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

IEQ Capital's PWP Position: Q2 2026 in Review

IEQ Capital sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 16,622 shares — an estimated $302K sold.

IEQ Capital first reported a position in PWP in Q1 2026 and held it in 1 quarter. The position peaked at $302K in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

IEQ Capital reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 16,622 Perella Weinberg Partners shares in Q2 2026, an estimated $302K.
IEQ Capital first reported a position in Perella Weinberg Partners in Q1 2026 and held it in 1 quarter.
IEQ Capital's Perella Weinberg Partners position peaked at $302K in Q1 2026.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.