Private Advisor Group’s Perella Weinberg Partners PWP Stock Holding History

Private Advisor Group’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	$1.15M	Buy	72,315 +303	+0.4%	+$5.54K	0.01%	1293
2026 Q1	$1.31M	Buy	72,012 +288	+0.4%	+$5.66K	0.01%	1260
2025 Q4	$1.24M	Buy	71,724 +268	+0.4%	+$5K	0.01%	1290
2025 Q3	$1.52M	Buy	71,456 +220	+0.3%	+$4.7K	0.01%	1142
2025 Q2	$1.38M	Buy	71,236 +271	+0.4%	+$4.79K	0.01%	1136
2025 Q1	$1.31M	Hold	70,965	–	–	0.01%	1112
2024 Q4	$1.69M	Sell	70,965 -1,777	-2%	-$41.2K	0.01%	956
2024 Q3	$1.4M	Sell	72,742 -406	-0.6%	-$7.45K	0.01%	1066
2024 Q2	$1.19M	Buy	73,148 +394	+0.5%	+$5.95K	0.01%	1097
2024 Q1	$1.03M	Buy	72,754 +26	+0%	+$327	0.01%	1147
2023 Q4	$889K	Buy	72,728 +1,763	+2%	+$19.2K	0.01%	1174
2023 Q3	$722K	Hold	70,965	–	–	0.01%	1210
2023 Q2	$591K	Hold	70,965	–	–	0.01%	1296
2023 Q1	$646K	Hold	70,965	–	–	0.01%	1212
2022 Q4	$695	Hold	70,965	–	–	﹤0.01%	1315
2022 Q3	$449K	Buy	70,965 +4,015	+6%	+$28.5K	0.01%	1293
2022 Q2	$390K	Buy	+66,950	New	+$484K	﹤0.01%	1520
2022 Q1	–	Sell	-66,950	Closed	-$861K	–	2244
2021 Q4	$861K	Hold	66,950	–	–	0.01%	1194
2021 Q3	$887K	Hold	66,950	–	–	0.01%	1265
2021 Q2	$861K	Buy	+66,950	New	+$789K	0.01%	1144

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

Private Advisor Group's PWP Position: Q2 2026 in Review

Private Advisor Group increased its Perella Weinberg Partners (PWP) stake by 0.42% in Q2 2026, buying an estimated $5.54K and bringing the position to 72,315 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1293.

Private Advisor Group first reported a position in PWP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.69M in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Private Advisor Group held 72,315 shares of Perella Weinberg Partners worth $1.15M as of Q2 2026.
Private Advisor Group bought 303 Perella Weinberg Partners shares in Q2 2026, an estimated $5.54K.
Perella Weinberg Partners made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1293 holding.
Private Advisor Group first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 20 quarters since.
Private Advisor Group's Perella Weinberg Partners position peaked at $1.69M in Q4 2024.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.