APFP
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Action Point Financial Planning’s PTC PTC Stock Holding History

Action Point Financial Planning’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 		$5.68K Buy
+54
New +$7.29K ﹤0.01% 1757

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's PTC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PTC (PTC) in Q2 2026: 54 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings.

680 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Action Point Financial Planning held 54 shares of PTC worth $5.68K as of Q2 2026.
  • PTC was a new Action Point Financial Planning position in Q2 2026.
  • PTC made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1757 holding.
  • 680 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.