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Opal Wealth Advisors’s PJT Partners PJT Stock Holding History

Opal Wealth 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
Q2 		– Sell
-268
Closed -$37.4K – 478
2026
Q1 		$37.4K Buy
+268
New +$42.2K 0.01% 463
2025
Q3 		– Sell
-281
Closed -$46.4K – 452
2025
Q2 		$46.4K Buy
281
+1
+0.4% +$145 0.01% 382
2025
Q1 		$38.6K Buy
+280
New +$44K 0.01% 387
2024
Q3 		– Sell
-278
Closed -$30K – 908
2024
Q2 		$30K Buy
+278
New +$27.9K 0.01% 417

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

Opal Wealth Advisors's PJT Position: Q2 2026 in Review

Opal Wealth Advisors sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 268 shares — an estimated $37.4K sold.

Opal Wealth Advisors first reported a position in PJT in Q2 2024 and held it in 4 quarters. The position peaked at $46.4K in Q2 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Opal Wealth Advisors reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 268 PJT Partners shares in Q2 2026, an estimated $37.4K.
  • Opal Wealth Advisors first reported a position in PJT Partners in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's PJT Partners position peaked at $46.4K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.