Wescott Financial Advisory Group’s Perella Weinberg Partners PWP Stock Holding History

Wescott Financial Advisory Group’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	$327K	Buy	20,513 +91	+0.4%	+$1.67K	0.03%	159
2026 Q1	$371K	Buy	20,422 +82	+0.4%	+$1.61K	0.03%	142
2025 Q4	$352K	Buy	20,340 +79	+0.4%	+$1.47K	0.03%	146
2025 Q3	$432K	Sell	20,261 -4,935	-20%	-$105K	0.04%	128
2025 Q2	$489K	Buy	25,196 +99	+0.4%	+$1.75K	0.05%	117
2025 Q1	$462K	Buy	25,097 +87	+0.3%	+$1.97K	0.05%	115
2024 Q4	$596K	Sell	25,010 -9,929	-28%	-$230K	0.06%	105
2024 Q3	$675K	Sell	34,939 -57,921	-62%	-$1.06M	0.07%	97
2024 Q2	$1.51M	Buy	+92,860	New	+$1.4M	0.18%	67

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

Wescott Financial Advisory Group's PWP Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Perella Weinberg Partners (PWP) stake by 0.45% in Q2 2026, buying an estimated $1.67K and bringing the position to 20,513 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #159.

Wescott Financial Advisory Group first reported a position in PWP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Wescott Financial Advisory Group held 20,513 shares of Perella Weinberg Partners worth $327K as of Q2 2026.
Wescott Financial Advisory Group bought 91 Perella Weinberg Partners shares in Q2 2026, an estimated $1.67K.
Perella Weinberg Partners made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #159 holding.
Wescott Financial Advisory Group first reported a position in Perella Weinberg Partners in Q2 2024 and has held it in 9 quarters since.
Wescott Financial Advisory Group's Perella Weinberg Partners position peaked at $1.51M in Q2 2024.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.