Physician Wealth Advisors’s Perella Weinberg Partners PWP Stock Holding History

Physician Wealth 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
2026 Q2	$447	Hold	28	–	–	﹤0.01%	2188
2026 Q1	$509	Hold	28	–	–	﹤0.01%	1926
2025 Q4	$485	Buy	+28	New	+$523	﹤0.01%	1901

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Physician Wealth Advisors's PWP Position: Q2 2026 in Review

Physician Wealth Advisors held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 28 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Physician Wealth Advisors first reported a position in PWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $509 in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Physician Wealth Advisors held 28 shares of Perella Weinberg Partners worth $447 as of Q2 2026.
Physician Wealth Advisors left its Perella Weinberg Partners share count unchanged in Q2 2026.
Perella Weinberg Partners made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2188 holding.
Physician Wealth Advisors first reported a position in Perella Weinberg Partners in Q4 2025 and has held it in 3 quarters since.
Physician Wealth Advisors's Perella Weinberg Partners position peaked at $509 in Q1 2026.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.