NewEdge Advisors’s Perella Weinberg Partners PWP Stock Holding History

NewEdge Advisors’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 Q2	–	Sell	-50	Closed	-$920	–	4129
2025 Q1	$920	Hold	50	–	–	﹤0.01%	3637
2024 Q4	$1.19K	Buy	+50	New	+$1.16K	﹤0.01%	3538
2024 Q2	–	Sell	-34	Closed	-$486	–	3966
2024 Q1	$486	Hold	34	–	–	﹤0.01%	3589
2023 Q4	$418	Buy	+34	New	+$370	﹤0.01%	3548

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

NewEdge Advisors's PWP Position: Q2 2025 in Review

NewEdge Advisors sold out of Perella Weinberg Partners (PWP) in Q2 2025, closing a stake of 50 shares — an estimated $920 sold.

NewEdge Advisors first reported a position in PWP in Q4 2023 and held it in 4 quarters. The position peaked at $1.19K in Q4 2024. 167 funds tracked by Wall St. Rank hold PWP as of Q2 2025.

NewEdge Advisors reported no remaining Perella Weinberg Partners position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 50 Perella Weinberg Partners shares in Q2 2025, an estimated $920.
NewEdge Advisors first reported a position in Perella Weinberg Partners in Q4 2023 and held it in 4 quarters.
NewEdge Advisors's Perella Weinberg Partners position peaked at $1.19K in Q4 2024.
167 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.