Riverwater Partners’s Perella Weinberg Partners PWP Stock Holding History

Riverwater 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 Q2	$741K	Sell	46,447 -43,794	-49%	-$801K	0.22%	112
2026 Q1	$1.64M	Buy	+90,241	New	+$1.77M	0.55%	66
2025 Q1	–	Sell	-16,971	Closed	-$405K	–	229
2024 Q4	$405K	Sell	16,971 -11,308	-40%	-$262K	0.2%	122
2024 Q3	$552K	Sell	28,279 -1,356	-5%	-$24.9K	0.27%	100
2024 Q2	$482K	Sell	29,635 -3,530	-11%	-$53.3K	0.36%	81
2024 Q1	$469K	Sell	33,165 -496	-1%	-$6.23K	0.34%	84
2023 Q4	$412K	Buy	33,661 +801	+2%	+$8.72K	0.32%	91
2023 Q3	$335K	Buy	32,860 +19,326	+143%	+$197K	0.3%	109
2023 Q2	$113K	Buy	+13,534	New	+$112K	0.1%	186

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

Riverwater Partners's PWP Position: Q2 2026 in Review

Riverwater Partners reduced its Perella Weinberg Partners (PWP) stake by 49% in Q2 2026, selling an estimated $801K and leaving 46,447 shares worth $741K. The position accounts for 0.22% of the portfolio, ranked #112.

Riverwater Partners first reported a position in PWP in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.64M in Q1 2026. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Riverwater Partners held 46,447 shares of Perella Weinberg Partners worth $741K as of Q2 2026.
Riverwater Partners sold 43,794 Perella Weinberg Partners shares in Q2 2026, an estimated $801K.
Perella Weinberg Partners made up 0.22% of Riverwater Partners's portfolio in Q2 2026, its #112 holding.
Riverwater Partners first reported a position in Perella Weinberg Partners in Q2 2023 and has held it in 9 quarters since.
Riverwater Partners's Perella Weinberg Partners position peaked at $1.64M in Q1 2026.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.