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JPL Wealth Management’s Perella Weinberg Partners PWP Stock Holding History

JPL Wealth Management’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 		$320 Hold
20
– – ﹤0.01% 1455
2026
Q1 		$364 Buy
+20
New +$393 ﹤0.01% 1347
2025
Q4 		– Sell
-20
Closed -$427 – 874
2025
Q3 		$427 Buy
+20
New +$427 ﹤0.01% 1093

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

JPL Wealth Management's PWP Position: Q2 2026 in Review

JPL Wealth Management held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 20 shares worth $320. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

JPL Wealth Management first reported a position in PWP in Q3 2025 and has held it in 3 quarters since. The position peaked at $427 in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • JPL Wealth Management held 20 shares of Perella Weinberg Partners worth $320 as of Q2 2026.
  • JPL Wealth Management left its Perella Weinberg Partners share count unchanged in Q2 2026.
  • Perella Weinberg Partners made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1455 holding.
  • JPL Wealth Management first reported a position in Perella Weinberg Partners in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Perella Weinberg Partners position peaked at $427 in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.