AWA
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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
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

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aaron Wealth Advisors's PTC Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its PTC (PTC) stake by 28% in Q2 2026, selling an estimated $109K and leaving 2,128 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #634.

Aaron Wealth Advisors first reported a position in PTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $434K in Q4 2025. 85 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Aaron Wealth Advisors held 2,128 shares of PTC worth $242K as of Q2 2026.
  • Aaron Wealth Advisors sold 808 PTC shares in Q2 2026, an estimated $109K.
  • PTC made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #634 holding.
  • Aaron Wealth Advisors first reported a position in PTC in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's PTC position peaked at $434K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.