Wealth Enhancement Advisory Services
PJT icon

Wealth Enhancement Advisory Services’s PJT Partners PJT Stock Holding History

Wealth Enhancement Advisory Services’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 		$253K Buy
+1,611
New +$248K ﹤0.01% 3368
2026
Q1 		– Sell
-2,076
Closed -$377K – 3806
2025
Q4 		$377K Buy
2,076
+148
+8% +$25.3K ﹤0.01% 2712
2025
Q3 		$340K Buy
1,928
+161
+9% +$29K ﹤0.01% 2670
2025
Q2 		$298K Buy
+1,767
New +$257K ﹤0.01% 2654
2025
Q1 		– Sell
-1,276
Closed -$201K – 3115
2024
Q4 		$201K Buy
+1,276
New +$195K ﹤0.01% 2690

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

Wealth Enhancement Advisory Services's PJT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in PJT Partners (PJT) in Q2 2026: 1,611 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #3368 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PJT as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in PJT in Q4 2024 and has held it in 5 quarters since. The position peaked at $377K in Q4 2025. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,611 shares of PJT Partners worth $253K as of Q2 2026.
  • PJT Partners was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • PJT Partners made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3368 holding.
  • Wealth Enhancement Advisory Services first reported a position in PJT Partners in Q4 2024 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's PJT Partners position peaked at $377K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.