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Westover Capital Advisors’s PJT Partners PJT Stock Holding History

Westover Capital Advisors’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 		$262K Sell
1,738
-7,170
-80% -$1.1M 0.04% 208
2026
Q1 		$1.24M Sell
8,908
-659
-7% -$104K 0.23% 82
2025
Q4 		$1.6M Sell
9,567
-171
-2% -$29.2K 0.29% 71
2025
Q3 		$1.73M Sell
9,738
-51
-0.5% -$9.18K 0.32% 63
2025
Q2 		$1.62M Buy
9,789
+6,992
+250% +$1.02M 0.32% 68
2025
Q1 		$386K Buy
2,797
+1,061
+61% +$167K 0.09% 165
2024
Q4 		$274K Hold
1,736
– – 0.06% 196
2024
Q3 		$231K Buy
+1,736
New +$212K 0.04% 225
2022
Q1 		– Sell
-28,924
Closed -$2.14M – 190
2021
Q4 		$2.14M Sell
28,924
-146
-0.5% -$11.6K 0.62% 49
2021
Q3 		$2.3M Sell
29,070
-566
-2% -$43.4K 0.72% 41
2021
Q2 		$2.12M Sell
29,636
-475
-2% -$33.9K 0.68% 45
2021
Q1 		$2.04M Buy
30,111
+1,990
+7% +$144K 0.7% 43
2020
Q4 		$2.12M Buy
28,121
+1,040
+4% +$73.2K 0.76% 39
2020
Q3 		$1.64M Buy
+27,081
New +$1.52M 0.67% 46

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

Westover Capital Advisors's PJT Position: Q2 2026 in Review

Westover Capital Advisors reduced its PJT Partners (PJT) stake by 80% in Q2 2026, selling an estimated $1.1M and leaving 1,738 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #208.

Westover Capital Advisors first reported a position in PJT in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.3M in Q3 2021. 416 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Westover Capital Advisors held 1,738 shares of PJT Partners worth $262K as of Q2 2026.
  • Westover Capital Advisors sold 7,170 PJT Partners shares in Q2 2026, an estimated $1.1M.
  • PJT Partners made up 0.04% of Westover Capital Advisors's portfolio in Q2 2026, its #208 holding.
  • Westover Capital Advisors first reported a position in PJT Partners in Q3 2020 and has held it in 14 quarters since.
  • Westover Capital Advisors's PJT Partners position peaked at $2.3M in Q3 2021.
  • 416 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.