Perella Weinberg Partners shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Perella Weinberg Partners
Tip: Access up to 7 years of quarterly data
All positions including Perella Weinberg Partners held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Perella Weinberg Partners by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2k | 67 | 18.16 |
| 2025-12-31 | $346 | 20 | 17.30 |
| 2025-06-30 | $991 | 51 | 19.43 |