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Meeder Asset Management’s Perella Weinberg Partners PWP Stock Holding History

Meeder Asset 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
2025
Q3 		– Sell
-13,999
Closed -$272K – 916
2025
Q2 		$272K Buy
13,999
+5,891
+73% +$104K 0.02% 221
2025
Q1 		$149K Buy
8,108
+580
+8% +$13.2K 0.01% 273
2024
Q4 		$179K Buy
+7,528
New +$175K 0.01% 230

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meeder Asset Management's PWP Position: Q3 2025 in Review

Meeder Asset Management sold out of Perella Weinberg Partners (PWP) in Q3 2025, closing a stake of 13,999 shares — an estimated $272K sold.

Meeder Asset Management first reported a position in PWP in Q4 2024 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 165 funds tracked by Wall St. Rank hold PWP as of Q3 2025.

  • Meeder Asset Management reported no remaining Perella Weinberg Partners position as of Q3 2025 after selling out during the quarter.
  • Meeder Asset Management sold 13,999 Perella Weinberg Partners shares in Q3 2025, an estimated $272K.
  • Meeder Asset Management first reported a position in Perella Weinberg Partners in Q4 2024 and held it in 3 quarters.
  • Meeder Asset Management's Perella Weinberg Partners position peaked at $272K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2025.

Based on Meeder Asset Management's 13F filing for Q3 2025, filed 24 Oct 2025.