Tortoise Investment Management’s PJT Partners PJT Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-27	Closed	-$4.8K	–	1110
2025 Q3	$4.8K	Buy	27 +2	+8%	+$360	﹤0.01%	702
2025 Q2	$4.13K	Buy	25 +3	+14%	+$436	﹤0.01%	677
2025 Q1	$3.03K	Hold	22	–	–	﹤0.01%	674
2024 Q4	$3.47K	Hold	22	–	–	﹤0.01%	713
2024 Q3	$2.93K	Hold	22	–	–	﹤0.01%	737
2024 Q2	$2.37K	Buy	22 +7	+47%	+$703	﹤0.01%	766
2024 Q1	$1.41K	Hold	15	–	–	﹤0.01%	797
2023 Q4	$1.53K	Hold	15	–	–	﹤0.01%	723
2023 Q3	$1.19K	Hold	15	–	–	﹤0.01%	734
2023 Q2	$1.04K	Hold	15	–	–	﹤0.01%	730
2023 Q1	$1.08K	Hold	15	–	–	﹤0.01%	726
2022 Q4	$1.1K	Hold	15	–	–	﹤0.01%	719
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	734
2022 Q2	$1K	Buy	+15	New	+$1.04K	﹤0.01%	718

Other funds holding PJT

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Investment Management's PJT Position: Q4 2025 in Review

Tortoise Investment Management sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 27 shares — an estimated $4.8K sold.

Tortoise Investment Management first reported a position in PJT in Q2 2022 and held it in 14 quarters. The position peaked at $4.8K in Q3 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

Tortoise Investment Management reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 27 PJT Partners shares in Q4 2025, an estimated $4.8K.
Tortoise Investment Management first reported a position in PJT Partners in Q2 2022 and held it in 14 quarters.
Tortoise Investment Management's PJT Partners position peaked at $4.8K in Q3 2025.
410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.