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Ritholtz Wealth Management’s Perella Weinberg Partners PWP Stock Holding History

Ritholtz Wealth Management’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 		$219K Hold
13,710
– – ﹤0.01% 1201
2026
Q1 		$249K Buy
+13,710
New +$269K ﹤0.01% 1056

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

Ritholtz Wealth Management's PWP Position: Q2 2026 in Review

Ritholtz Wealth Management held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 13,710 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Ritholtz Wealth Management first reported a position in PWP in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Ritholtz Wealth Management held 13,710 shares of Perella Weinberg Partners worth $219K as of Q2 2026.
  • Ritholtz Wealth Management left its Perella Weinberg Partners share count unchanged in Q2 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1201 holding.
  • Ritholtz Wealth Management first reported a position in Perella Weinberg Partners in Q1 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Perella Weinberg Partners position peaked at $249K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.