Aaron Wealth Advisors
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Aaron Wealth Advisors’s PTC PTC Stock Holding History

Aaron Wealth Advisors’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 		$511K Buy
3,645
+1,517
+71% +$208K 0.03% 437
2026
Q2 		$242K Sell
2,128
-808
-28% -$109K 0.01% 634
2026
Q1 		$418K Buy
2,936
+443
+18% +$70K 0.02% 434
2025
Q4 		$434K Buy
2,493
+888
+55% +$165K 0.02% 474
2025
Q3 		$326K Buy
+1,605
New +$327K 0.02% 511

Other funds holding PTC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Aaron Wealth Advisors's PTC Position: Q3 2026 in Review

Aaron Wealth Advisors increased its PTC (PTC) stake by 71% in Q3 2026, buying an estimated $208K and bringing the position to 3,645 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #437.

Aaron Wealth Advisors first reported a position in PTC in Q3 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Aaron Wealth Advisors held 3,645 shares of PTC worth $511K as of Q3 2026.
  • Aaron Wealth Advisors bought 1,517 PTC shares in Q3 2026, an estimated $208K.
  • PTC made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #437 holding.
  • Aaron Wealth Advisors first reported a position in PTC in Q3 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.