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Moran Wealth Management’s PJT Partners PJT Stock Holding History

Moran 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
2025
Q2 		– Sell
-1,492
Closed -$206K – 501
2025
Q1 		$206K Sell
1,492
-155
-9% -$24.4K 0.01% 429
2024
Q4 		$260K Buy
+1,647
New +$251K 0.01% 390

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Moran Wealth Management's PJT Position: Q2 2025 in Review

Moran Wealth Management sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 1,492 shares — an estimated $206K sold.

Moran Wealth Management first reported a position in PJT in Q4 2024 and held it in 2 quarters. The position peaked at $260K in Q4 2024. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Moran Wealth Management reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 1,492 PJT Partners shares in Q2 2025, an estimated $206K.
  • Moran Wealth Management first reported a position in PJT Partners in Q4 2024 and held it in 2 quarters.
  • Moran Wealth Management's PJT Partners position peaked at $260K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.