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Rothschild Investment LLC’s Perella Weinberg Partners PWP Stock Holding History

Rothschild Investment LLC’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 		$1.28K Sell
80
-44
-35% -$805 ﹤0.01% 2955
2026
Q1 		$2.25K Buy
124
+86
+226% +$1.69K ﹤0.01% 2501
2025
Q4 		$657 Sell
38
-62
-62% -$1.16K ﹤0.01% 2839
2025
Q3 		$2.13K Sell
100
-55
-35% -$1.18K ﹤0.01% 2190
2025
Q2 		$3.01K Buy
155
+135
+675% +$2.38K ﹤0.01% 1788
2025
Q1 		$368 Hold
20
– – ﹤0.01% 2715
2024
Q4 		$477 Hold
20
– – ﹤0.01% 2552
2024
Q3 		$386 Hold
20
– – ﹤0.01% 2546
2024
Q2 		$325 Buy
20
+10
+100% +$151 ﹤0.01% 2252
2024
Q1 		$141 Buy
+10
New +$126 ﹤0.01% 1957

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

Rothschild Investment LLC's PWP Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Perella Weinberg Partners (PWP) stake by 35% in Q2 2026, selling an estimated $805 and leaving 80 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Rothschild Investment LLC first reported a position in PWP in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.01K in Q2 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Rothschild Investment LLC held 80 shares of Perella Weinberg Partners worth $1.28K as of Q2 2026.
  • Rothschild Investment LLC sold 44 Perella Weinberg Partners shares in Q2 2026, an estimated $805.
  • Perella Weinberg Partners made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2955 holding.
  • Rothschild Investment LLC first reported a position in Perella Weinberg Partners in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Perella Weinberg Partners position peaked at $3.01K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.