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Walsh & Associates’s PJT Partners PJT Stock Holding History

Walsh & Associates’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 		$604 Hold
4
– – ﹤0.01% 233
2026
Q1 		$558 Hold
4
– – ﹤0.01% 228
2025
Q4 		$668 Buy
+4
New +$684 ﹤0.01% 224

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walsh & Associates's PJT Position: Q2 2026 in Review

Walsh & Associates held its PJT Partners (PJT) position steady in Q2 2026 at 4 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Walsh & Associates first reported a position in PJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $668 in Q4 2025. 411 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Walsh & Associates held 4 shares of PJT Partners worth $604 as of Q2 2026.
  • Walsh & Associates left its PJT Partners share count unchanged in Q2 2026.
  • PJT Partners made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #233 holding.
  • Walsh & Associates first reported a position in PJT Partners in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's PJT Partners position peaked at $668 in Q4 2025.
  • 411 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.