ISWM
PJT icon

Independent Solutions Wealth Management’s PJT Partners PJT Stock Holding History

Independent Solutions 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 		$2.41M Sell
15,970
-199
-1% -$30.7K 0.31% 88
2026
Q1 		$2.26M Sell
16,169
-115
-0.7% -$18.1K 0.33% 84
2025
Q4 		$2.72M Sell
16,284
-734
-4% -$126K 0.5% 67
2025
Q3 		$3.02M Buy
17,018
+420
+3% +$75.6K 0.54% 64
2025
Q2 		$2.74M Buy
16,598
+434
+3% +$63.1K 0.53% 59
2025
Q1 		$2.23M Buy
16,164
+288
+2% +$45.3K 0.5% 66
2024
Q4 		$2.51M Buy
+15,876
New +$2.42M 0.55% 55

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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Solutions Wealth Management's PJT Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its PJT Partners (PJT) stake by 1.2% in Q2 2026, selling an estimated $30.7K and leaving 15,970 shares worth $2.41M. The position accounts for 0.31% of the portfolio, ranked #88.

Independent Solutions Wealth Management first reported a position in PJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Independent Solutions Wealth Management held 15,970 shares of PJT Partners worth $2.41M as of Q2 2026.
  • Independent Solutions Wealth Management sold 199 PJT Partners shares in Q2 2026, an estimated $30.7K.
  • PJT Partners made up 0.31% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Independent Solutions Wealth Management first reported a position in PJT Partners in Q4 2024 and has held it in 7 quarters since.
  • Independent Solutions Wealth Management's PJT Partners position peaked at $3.02M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.