Orion Portfolio Solutions’s PJT Partners PJT Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.79M	Sell	27,501 -1,141	-4%	-$179K	0.04%	434
2024 Q4	$4.52M	Sell	28,642 -3,246	-10%	-$495K	0.05%	358
2024 Q3	$4.25M	Sell	31,888 -3,031	-9%	-$370K	0.04%	384
2024 Q2	$3.77M	Sell	34,919 -3,189	-8%	-$320K	0.04%	393
2024 Q1	$3.59M	Sell	38,108 -2,380	-6%	-$234K	0.04%	417
2023 Q4	$3.91M	Sell	40,488 -3,498	-8%	-$301K	0.05%	369
2023 Q3	$3.49M	Sell	43,986 -2,981	-6%	-$231K	0.04%	389
2023 Q2	$3.27M	Sell	46,967 -3,582	-7%	-$247K	0.03%	452
2023 Q1	$3.65M	Buy	+50,549	New	+$3.88M	0.05%	349
2020 Q3	–	Sell	-2	Closed	–	–	1596
2020 Q2	$0	Hold	2	–	–	﹤0.01%	2402
2020 Q1	$0	Hold	2	–	–	﹤0.01%	2210
2019 Q4	$0	Buy	+2	New	+$84	﹤0.01%	1917

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Orion Portfolio Solutions's PJT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its PJT Partners (PJT) stake by 4% in Q1 2025, selling an estimated $179K and leaving 27,501 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #434.

Orion Portfolio Solutions first reported a position in PJT in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.52M in Q4 2024. 391 funds tracked by Wall St. Rank hold PJT as of Q1 2025.

Orion Portfolio Solutions held 27,501 shares of PJT Partners worth $3.79M as of Q1 2025.
Orion Portfolio Solutions sold 1,141 PJT Partners shares in Q1 2025, an estimated $179K.
PJT Partners made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #434 holding.
Orion Portfolio Solutions first reported a position in PJT Partners in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's PJT Partners position peaked at $4.52M in Q4 2024.
391 funds tracked by Wall St. Rank held PJT Partners as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.