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PJT icon

NewEdge Advisors’s PJT Partners PJT Stock Holding History

NewEdge Advisors’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 		$454 Hold
3
– – ﹤0.01% 4002
2025
Q4 		$542 Hold
3
– – ﹤0.01% 4049
2025
Q3 		$575 Hold
3
– – ﹤0.01% 3939
2025
Q2 		$533 Hold
3
– – ﹤0.01% 3795
2025
Q1 		$445 Hold
3
– – ﹤0.01% 3728
2024
Q4 		$508 Hold
3
– – ﹤0.01% 3654
2024
Q3 		$429 Hold
3
– – ﹤0.01% 3620
2024
Q2 		$346 Hold
3
– – ﹤0.01% 3614
2024
Q1 		$302 Sell
3
-147
-98% -$14.4K ﹤0.01% 3642
2023
Q4 		$15.3K Buy
150
+147
+4,900% +$12.6K ﹤0.01% 2681
2023
Q3 		$253 Hold
3
– – ﹤0.01% 3304
2023
Q2 		$221 Sell
3
-30
-91% -$2.07K ﹤0.01% 3378
2023
Q1 		$2.42K Sell
33
-752
-96% -$57.7K ﹤0.01% 2990
2022
Q4 		$54.9K Buy
+785
New +$58.8K ﹤0.01% 1677
2017
Q3 		– Sell
-50
Closed -$2.07K – 914
2017
Q2 		$2.07K Buy
+50
New +$1.87K ﹤0.01% 1304

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