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MAI Capital Management’s Perella Weinberg Partners PWP Stock Holding History

MAI Capital 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 		– Sell
-67
Closed -$1.22K – 4073
2026
Q1 		$1.22K Buy
67
+47
+235% +$924 ﹤0.01% 4111
2025
Q4 		$346 Buy
+20
New +$373 ﹤0.01% 3933
2025
Q3 		– Sell
-51
Closed -$991 – 4071
2025
Q2 		$991 Buy
+51
New +$901 ﹤0.01% 3623

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

MAI Capital Management's PWP Position: Q2 2026 in Review

MAI Capital Management sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 67 shares — an estimated $1.22K sold.

MAI Capital Management first reported a position in PWP in Q2 2025 and held it in 3 quarters. The position peaked at $1.22K in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • MAI Capital Management reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 67 Perella Weinberg Partners shares in Q2 2026, an estimated $1.22K.
  • MAI Capital Management first reported a position in Perella Weinberg Partners in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Perella Weinberg Partners position peaked at $1.22K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

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