Rothwell Investment Advisors, LLC’s PTC PTC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.8K	Buy	+198	New	+$27.2K	0.01%	551

Other funds holding PTC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PTC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in PTC (PTC) in Q3 2026: 198 shares worth $27.8K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings.

309 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

Rothwell Investment Advisors, LLC held 198 shares of PTC worth $27.8K as of Q3 2026.
PTC was a new Rothwell Investment Advisors, LLC position in Q3 2026.
PTC made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #551 holding.
309 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.