Integrated Wealth Concepts’s Perella Weinberg Partners PWP Stock Holding History

Integrated Wealth Concepts’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	$1.8K	Buy	+113	New	+$2.07K	﹤0.01%	5382

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

Integrated Wealth Concepts's PWP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Perella Weinberg Partners (PWP) in Q2 2026: 113 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #5382 among its holdings.

164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Integrated Wealth Concepts held 113 shares of Perella Weinberg Partners worth $1.8K as of Q2 2026.
Perella Weinberg Partners was a new Integrated Wealth Concepts position in Q2 2026.
Perella Weinberg Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5382 holding.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.