ORG Wealth Partners’s Perella Weinberg Partners PWP Stock Holding History

ORG Wealth Partners’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 Q3	$538	Buy	+33	New	+$523	﹤0.01%	2017

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

ORG Wealth Partners's PWP Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Perella Weinberg Partners (PWP) in Q3 2026: 33 shares worth $538. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings.

118 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

ORG Wealth Partners held 33 shares of Perella Weinberg Partners worth $538 as of Q3 2026.
Perella Weinberg Partners was a new ORG Wealth Partners position in Q3 2026.
Perella Weinberg Partners made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2017 holding.
118 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.