Ray Dalio’s PJT Partners PJT Stock Holding History

Ray Dalio’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	–	Sell	-2,123	Closed	-$355K	–	1173
2025 Q4	$355K	Buy	+2,123	New	+$363K	﹤0.01%	994
2024 Q4	–	Sell	-12,642	Closed	-$1.69M	–	804
2024 Q3	$1.69M	Buy	12,642 +659	+5%	+$80.5K	0.01%	535
2024 Q2	$1.29M	Buy	11,983 +2,935	+32%	+$295K	0.01%	618
2024 Q1	$853K	Sell	9,048 -5,117	-36%	-$503K	﹤0.01%	580
2023 Q4	$1.44M	Buy	+14,165	New	+$1.22M	0.01%	578

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

CAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ray Dalio's PJT Position: Q1 2026 in Review

Ray Dalio sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 2,123 shares — an estimated $355K sold.

Ray Dalio first reported a position in PJT in Q4 2023 and held it in 5 quarters. The position peaked at $1.69M in Q3 2024. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Ray Dalio reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 2,123 PJT Partners shares in Q1 2026, an estimated $355K.
Ray Dalio first reported a position in PJT Partners in Q4 2023 and held it in 5 quarters.
Ray Dalio's PJT Partners position peaked at $1.69M in Q3 2024.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.