Universal-Beteiligungs- und Servicegesellschaft
PWP icon

Universal-Beteiligungs- und Servicegesellschaft’s Perella Weinberg Partners PWP Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
-15,140
Closed -$275K – 2182
2026
Q1 		$275K Hold
15,140
– – ﹤0.01% 1897
2025
Q4 		$262K Sell
15,140
-29,349
-66% -$548K ﹤0.01% 1903
2025
Q3 		$949K Buy
44,489
+2,344
+6% +$50.1K ﹤0.01% 1564
2025
Q2 		$818K Buy
42,145
+1,516
+4% +$26.8K ﹤0.01% 1554
2025
Q1 		$748K Buy
+40,629
New +$922K ﹤0.01% 1541

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

Universal-Beteiligungs- und Servicegesellschaft's PWP Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 15,140 shares — an estimated $275K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PWP in Q1 2025 and held it in 5 quarters. The position peaked at $949K in Q3 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 15,140 Perella Weinberg Partners shares in Q2 2026, an estimated $275K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Perella Weinberg Partners in Q1 2025 and held it in 5 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Perella Weinberg Partners position peaked at $949K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.