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Gilpin Wealth Management’s PJT Partners PJT Stock Holding History

Gilpin Wealth Management’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 		$453 Buy
+3
New +$462 ﹤0.01% 710
2026
Q1 		– Sell
-2
Closed -$335 – 1058
2025
Q4 		$335 Buy
+2
New +$342 ﹤0.01% 525

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilpin Wealth Management's PJT Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in PJT Partners (PJT) in Q2 2026: 3 shares worth $453. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in PJT as recently as Q4 2025.

Gilpin Wealth Management first reported a position in PJT in Q4 2025 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Gilpin Wealth Management held 3 shares of PJT Partners worth $453 as of Q2 2026.
  • PJT Partners was a new Gilpin Wealth Management position in Q2 2026.
  • PJT Partners made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #710 holding.
  • Gilpin Wealth Management first reported a position in PJT Partners in Q4 2025 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.