DiNuzzo Private Wealth’s PJT Partners PJT Stock Holding History

DiNuzzo Private Wealth’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 Q2	$302	Buy	2 +1	+100%	+$154	﹤0.01%	1208
2026 Q1	$140	Sell	1 -2	-67%	-$315	﹤0.01%	1265
2025 Q4	$502	Hold	3	–	–	﹤0.01%	1086
2025 Q3	$537	Sell	3 -1	-25%	-$180	﹤0.01%	1070
2025 Q2	$661	Buy	4 +1	+33%	+$145	﹤0.01%	988
2025 Q1	$414	Buy	3 +1	+50%	+$157	﹤0.01%	1116
2024 Q4	$316	Hold	2	–	–	﹤0.01%	1200
2024 Q3	$267	Sell	2 -4	-67%	-$489	﹤0.01%	1263
2024 Q2	$648	Hold	6	–	–	﹤0.01%	950
2024 Q1	$566	Buy	6 +1	+20%	+$98	﹤0.01%	935
2023 Q4	$510	Buy	+5	New	+$430	﹤0.01%	976

Other funds holding PJT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return