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Parkworth Wealth Management’s PJT Partners PJT Stock Holding History

Parkworth 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 		$165 Hold
1
– – ﹤0.01% 991
2025
Q1 		$138 Hold
1
– – ﹤0.01% 843
2024
Q4 		$158 Buy
+1
New +$153 ﹤0.01% 833

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

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

Parkworth Wealth Management held its PJT Partners (PJT) position steady in Q2 2025 at 1 share worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Parkworth Wealth Management first reported a position in PJT in Q4 2024 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Parkworth Wealth Management held 1 share of PJT Partners worth $165 as of Q2 2025.
  • Parkworth Wealth Management left its PJT Partners share count unchanged in Q2 2025.
  • PJT Partners made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #991 holding.
  • Parkworth Wealth Management first reported a position in PJT Partners in Q4 2024 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.