PWMG
PJT icon

Private Wealth Management Group’s PJT Partners PJT Stock Holding History

Private Wealth Management Group’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 		$5.92K Hold
42
– – ﹤0.01% 706
2025
Q4 		$7.08K Hold
42
– – ﹤0.01% 635
2025
Q3 		$7.52K Hold
42
– – ﹤0.01% 626
2025
Q2 		$6.97K Hold
42
– – ﹤0.01% 621
2025
Q1 		$5.82K Hold
42
– – ﹤0.01% 663
2024
Q4 		$6.65K Hold
42
– – ﹤0.01% 629
2024
Q3 		$5.61K Hold
42
– – ﹤0.01% 680
2024
Q2 		$4.54K Hold
42
– – ﹤0.01% 741
2024
Q1 		$3.96K Buy
42
+32
+320% +$3.15K ﹤0.01% 705
2023
Q4 		$1.02K Buy
+10
New +$860 ﹤0.01% 1260

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