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J. Goldman & Co’s Perella Weinberg Partners PWP Stock Holding History

J. Goldman & Co’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
-145,619
Closed -$2.64M – 885
2026
Q1 		$2.64M Buy
+145,619
New +$2.86M 0.08% 277

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

J. Goldman & Co's PWP Position: Q2 2026 in Review

J. Goldman & Co sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 145,619 shares — an estimated $2.64M sold.

J. Goldman & Co first reported a position in PWP in Q1 2026 and held it in 1 quarter. The position peaked at $2.64M in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • J. Goldman & Co reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • J. Goldman & Co sold 145,619 Perella Weinberg Partners shares in Q2 2026, an estimated $2.64M.
  • J. Goldman & Co first reported a position in Perella Weinberg Partners in Q1 2026 and held it in 1 quarter.
  • J. Goldman & Co's Perella Weinberg Partners position peaked at $2.64M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.