MAM
PJT icon

Morse Asset Management’s PJT Partners PJT Stock Holding History

Morse Asset 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
Q1 		– Sell
-30
Closed -$5.02K – 422
2025
Q4 		$5.02K Sell
30
-405
-93% -$69.3K ﹤0.01% 322
2025
Q3 		$77.3K Hold
435
– – 0.02% 184
2025
Q2 		$71.8K Hold
435
– – 0.02% 192
2025
Q1 		$60K Buy
435
+410
+1,640% +$64.5K 0.02% 188
2024
Q4 		$3.94K Hold
25
– – ﹤0.01% 279
2024
Q3 		$3.33K Buy
+25
New +$3.06K ﹤0.01% 298

Other funds holding PJT

BlackRock
BlackRock New York $5.72T 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

Morse Asset Management's PJT Position: Q1 2026 in Review

Morse Asset Management sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 30 shares — an estimated $5.02K sold.

Morse Asset Management first reported a position in PJT in Q3 2024 and held it in 6 quarters. The position peaked at $77.3K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Morse Asset Management reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • Morse Asset Management sold 30 PJT Partners shares in Q1 2026, an estimated $5.02K.
  • Morse Asset Management first reported a position in PJT Partners in Q3 2024 and held it in 6 quarters.
  • Morse Asset Management's PJT Partners position peaked at $77.3K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.