Wolff Wiese Magana’s Perella Weinberg Partners PWP Stock Holding History

Wolff Wiese Magana’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	$1.12K	Hold	70	–	–	﹤0.01%	904
2026 Q1	$1.27K	Hold	70	–	–	﹤0.01%	842
2025 Q4	$1.21K	Hold	70	–	–	﹤0.01%	829
2025 Q3	$1.49K	Hold	70	–	–	﹤0.01%	805
2025 Q2	$1.36K	Hold	70	–	–	﹤0.01%	792
2025 Q1	$1.29K	Hold	70	–	–	﹤0.01%	809
2024 Q4	$1.67K	Hold	70	–	–	﹤0.01%	732
2024 Q3	$1.35K	Buy	+70	New	+$1.28K	﹤0.01%	811

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

Wolff Wiese Magana's PWP Position: Q2 2026 in Review

Wolff Wiese Magana held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 70 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Wolff Wiese Magana first reported a position in PWP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.67K in Q4 2024. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Wolff Wiese Magana held 70 shares of Perella Weinberg Partners worth $1.12K as of Q2 2026.
Wolff Wiese Magana left its Perella Weinberg Partners share count unchanged in Q2 2026.
Perella Weinberg Partners made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #904 holding.
Wolff Wiese Magana first reported a position in Perella Weinberg Partners in Q3 2024 and has held it in 8 quarters since.
Wolff Wiese Magana's Perella Weinberg Partners position peaked at $1.67K in Q4 2024.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.