PWPS
PWP icon

Pinnacle Wealth Planning Services’s Perella Weinberg Partners PWP Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-128
Closed -$2.21K – 2833
2025
Q4 		$2.21K Buy
+128
New +$2.39K ﹤0.01% 2459

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's PWP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Perella Weinberg Partners (PWP) in Q1 2026, closing a stake of 128 shares — an estimated $2.21K sold.

Pinnacle Wealth Planning Services first reported a position in PWP in Q4 2025 and held it in 1 quarter. The position peaked at $2.21K in Q4 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Perella Weinberg Partners position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 128 Perella Weinberg Partners shares in Q1 2026, an estimated $2.21K.
  • Pinnacle Wealth Planning Services first reported a position in Perella Weinberg Partners in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Perella Weinberg Partners position peaked at $2.21K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.