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True Wealth Design’s Perella Weinberg Partners PWP Stock Holding History

True Wealth Design’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 		– Sell
-77
Closed -$1.4K – 2845
2026
Q1 		$1.4K Buy
77
+40
+108% +$786 ﹤0.01% 1683
2025
Q4 		$641 Hold
37
– – ﹤0.01% 1869
2025
Q3 		$789 Hold
37
– – ﹤0.01% 1835
2025
Q2 		$719 Buy
37
+21
+131% +$371 ﹤0.01% 1598
2025
Q1 		$295 Buy
+16
New +$363 ﹤0.01% 1785

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

True Wealth Design's PWP Position: Q2 2026 in Review

True Wealth Design sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 77 shares — an estimated $1.4K sold.

True Wealth Design first reported a position in PWP in Q1 2025 and held it in 5 quarters. The position peaked at $1.4K in Q1 2026. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • True Wealth Design reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 77 Perella Weinberg Partners shares in Q2 2026, an estimated $1.4K.
  • True Wealth Design first reported a position in Perella Weinberg Partners in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Perella Weinberg Partners position peaked at $1.4K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.