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Apollon Wealth Management’s PTC PTC Stock Holding History

Apollon Wealth Management’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
Q1 		$285K Buy
1,997
+118
+6% +$18.6K ﹤0.01% 1145
2025
Q4 		$327K Sell
1,879
-33
-2% -$6.13K 0.01% 1025
2025
Q3 		$388K Sell
1,912
-126
-6% -$25.7K 0.01% 938
2025
Q2 		$351K Buy
2,038
+634
+45% +$102K 0.01% 951
2025
Q1 		$218K Buy
+1,404
New +$241K ﹤0.01% 1074

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Apollon Wealth Management's PTC Position: Q1 2026 in Review

Apollon Wealth Management increased its PTC (PTC) stake by 6.3% in Q1 2026, buying an estimated $18.6K and bringing the position to 1,997 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Apollon Wealth Management first reported a position in PTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $388K in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Apollon Wealth Management held 1,997 shares of PTC worth $285K as of Q1 2026.
  • Apollon Wealth Management bought 118 PTC shares in Q1 2026, an estimated $18.6K.
  • PTC made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1145 holding.
  • Apollon Wealth Management first reported a position in PTC in Q1 2025 and has held it in 5 quarters since.
  • Apollon Wealth Management's PTC position peaked at $388K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.