Wellington Management Group
PJT icon

Wellington Management Group’s PJT Partners PJT Stock Holding History

Wellington Management Group’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 		$26M Sell
186,079
-39,222
-17% -$6.17M ﹤0.01% 919
2025
Q4 		$37.7M Sell
225,301
-90,097
-29% -$15.4M 0.01% 814
2025
Q3 		$56.1M Sell
315,398
-75,662
-19% -$13.6M 0.01% 699
2025
Q2 		$64.5M Buy
391,060
+85,455
+28% +$12.4M 0.01% 632
2025
Q1 		$42.1M Sell
305,605
-255,910
-46% -$40.3M 0.01% 730
2024
Q4 		$88.6M Sell
561,515
-78,324
-12% -$11.9M 0.02% 559
2024
Q3 		$85.3M Sell
639,839
-16,756
-3% -$2.05M 0.01% 573
2024
Q2 		$70.9M Buy
656,595
+8,770
+1% +$881K 0.01% 619
2024
Q1 		$61.1M Sell
647,825
-4,513
-0.7% -$444K 0.01% 652
2023
Q4 		$66.5M Sell
652,338
-187,129
-22% -$16.1M 0.01% 650
2023
Q3 		$66.7M Sell
839,467
-82,198
-9% -$6.36M 0.01% 632
2023
Q2 		$64.2M Buy
921,665
+86,267
+10% +$5.96M 0.01% 654
2023
Q1 		$60.3M Buy
835,398
+384,103
+85% +$29.5M 0.01% 647
2022
Q4 		$33.3M Buy
451,295
+174,849
+63% +$13.1M 0.01% 796
2022
Q3 		$18.5M Buy
+276,446
New +$19.4M ﹤0.01% 930
2021
Q4 		– Sell
-7,108
Closed -$562K – 2274
2021
Q3 		$562K Buy
7,108
+236
+3% +$18.1K ﹤0.01% 1895
2021
Q2 		$491K Buy
6,872
+2,842
+71% +$203K ﹤0.01% 1924
2021
Q1 		$273K Buy
+4,030
New +$292K ﹤0.01% 2008
2020
Q3 		– Sell
-8,023
Closed -$412K – 1970
2020
Q2 		$412K Buy
+8,023
New +$396K ﹤0.01% 1697
2016
Q1 		– Sell
-7,370
Closed -$208K – 2204
2015
Q4 		$208K Buy
+7,370
New +$169K ﹤0.01% 2098

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

Wellington Management Group's PJT Position: Q1 2026 in Review

Wellington Management Group reduced its PJT Partners (PJT) stake by 17% in Q1 2026, selling an estimated $6.17M and leaving 186,079 shares worth $26M. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Wellington Management Group first reported a position in PJT in Q4 2015 and has held it in 20 quarters since. The position peaked at $88.6M in Q4 2024. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Wellington Management Group held 186,079 shares of PJT Partners worth $26M as of Q1 2026.
  • Wellington Management Group sold 39,222 PJT Partners shares in Q1 2026, an estimated $6.17M.
  • PJT Partners made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #919 holding.
  • Wellington Management Group first reported a position in PJT Partners in Q4 2015 and has held it in 20 quarters since.
  • Wellington Management Group's PJT Partners position peaked at $88.6M in Q4 2024.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.