Physician Wealth Advisors’s PJT Partners PJT Stock Holding History

Physician 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	-11	Closed	-$1.54K	–	2425
2026 Q1	$1.54K	Hold	11	–	–	﹤0.01%	1466
2025 Q4	$1.84K	Hold	11	–	–	﹤0.01%	1326
2025 Q3	$1.96K	Hold	11	–	–	﹤0.01%	1236
2025 Q2	$1.82K	Buy	11 +2	+22%	+$291	﹤0.01%	1083
2025 Q1	$1.24K	Buy	+9	New	+$1.42K	﹤0.01%	972

Other funds holding PJT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Physician Wealth Advisors sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 11 shares — an estimated $1.54K sold.

Physician Wealth Advisors first reported a position in PJT in Q1 2025 and held it in 5 quarters. The position peaked at $1.96K in Q3 2025. 56 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Physician Wealth Advisors reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 11 PJT Partners shares in Q2 2026, an estimated $1.54K.
Physician Wealth Advisors first reported a position in PJT Partners in Q1 2025 and held it in 5 quarters.
Physician Wealth Advisors's PJT Partners position peaked at $1.96K in Q3 2025.
56 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

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