Addison Advisors
PTC icon

Addison Advisors’s PTC PTC Stock Holding History

Addison 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 		$2.67K Buy
+19
New +$2.61K ﹤0.01% 580

Other funds holding PTC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Addison Advisors's PTC Position: Q3 2026 in Review

Addison Advisors opened a new position in PTC (PTC) in Q3 2026: 19 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings.

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

  • Addison Advisors held 19 shares of PTC worth $2.67K as of Q3 2026.
  • PTC was a new Addison Advisors position in Q3 2026.
  • PTC made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #580 holding.
  • 341 funds tracked by Wall St. Rank held PTC as of Q3 2026.

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