Creative Planning
PJT icon

Creative Planning’s PJT Partners PJT Stock Holding History

Creative Planning’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.5M Buy
32,219
+11,232
+54% +$1.77M ﹤0.01% 1288
2025
Q4 		$3.51M Buy
20,987
+4,448
+27% +$761K ﹤0.01% 1260
2025
Q3 		$2.94M Buy
16,539
+5,598
+51% +$1.01M ﹤0.01% 1238
2025
Q2 		$1.81M Buy
10,941
+2,633
+32% +$383K ﹤0.01% 1401
2025
Q1 		$1.15M Buy
8,308
+511
+7% +$80.4K ﹤0.01% 1619
2024
Q4 		$1.23M Buy
7,797
+2,492
+47% +$380K ﹤0.01% 1485
2024
Q3 		$707K Buy
5,305
+2,435
+85% +$298K ﹤0.01% 1804
2024
Q2 		$310K Buy
+2,870
New +$288K ﹤0.01% 2318
2021
Q2 		– Sell
-13,782
Closed -$932K – 2458
2021
Q1 		$932K Sell
13,782
-5
-0% -$362 ﹤0.01% 1065
2020
Q4 		$1.04M Sell
13,787
-180
-1% -$12.7K ﹤0.01% 932
2020
Q3 		$847K Buy
+13,967
New +$785K ﹤0.01% 873
2017
Q3 		– Sell
-593
Closed -$24K – 3209
2017
Q2 		$24K Sell
593
-82
-12% -$3.07K ﹤0.01% 3055
2017
Q1 		$24K Sell
675
-211
-24% -$7.31K ﹤0.01% 3012
2016
Q4 		$27K Sell
886
-395
-31% -$11.4K ﹤0.01% 2867
2016
Q3 		$35K Sell
1,281
-1,428
-53% -$35.8K ﹤0.01% 2637
2016
Q2 		$62K Sell
2,709
-166
-6% -$4K ﹤0.01% 1991
2016
Q1 		$69K Sell
2,875
-464
-14% -$12K ﹤0.01% 1879
2015
Q4 		$94K Buy
+3,339
New +$76.4K ﹤0.01% 1670

Other funds holding PJT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return