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True Wealth Design’s PJT Partners PJT Stock Holding History

True Wealth Design’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
-8
Closed -$1.34K – 2802
2025
Q4 		$1.34K Sell
8
-1
-11% -$171 ﹤0.01% 1599
2025
Q3 		$1.6K Buy
9
+1
+13% +$180 ﹤0.01% 1550
2025
Q2 		$1.32K Hold
8
– – ﹤0.01% 1353
2025
Q1 		$1.1K Buy
+8
New +$1.26K ﹤0.01% 1233

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

True Wealth Design's PJT Position: Q1 2026 in Review

True Wealth Design sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 8 shares — an estimated $1.34K sold.

True Wealth Design first reported a position in PJT in Q1 2025 and held it in 4 quarters. The position peaked at $1.6K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • True Wealth Design reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 8 PJT Partners shares in Q1 2026, an estimated $1.34K.
  • True Wealth Design first reported a position in PJT Partners in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's PJT Partners position peaked at $1.6K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.