AWA
PTC icon

Argo Wealth Advisory’s PTC PTC Stock Holding History

Argo Wealth Advisory’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 		$1.73M Buy
15,188
+331
+2% +$44.7K 0.95% 37
2026
Q1 		$2.12M Buy
14,857
+647
+5% +$102K 1.24% 31
2025
Q4 		$2.48M Buy
+14,210
New +$2.64M 1.48% 24

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

Argo Wealth Advisory's PTC Position: Q2 2026 in Review

Argo Wealth Advisory increased its PTC (PTC) stake by 2.2% in Q2 2026, buying an estimated $44.7K and bringing the position to 15,188 shares worth $1.73M. The position accounts for 0.95% of the portfolio, ranked #37.

Argo Wealth Advisory first reported a position in PTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.48M in Q4 2025. 680 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Argo Wealth Advisory held 15,188 shares of PTC worth $1.73M as of Q2 2026.
  • Argo Wealth Advisory bought 331 PTC shares in Q2 2026, an estimated $44.7K.
  • PTC made up 0.95% of Argo Wealth Advisory's portfolio in Q2 2026, its #37 holding.
  • Argo Wealth Advisory first reported a position in PTC in Q4 2025 and has held it in 3 quarters since.
  • Argo Wealth Advisory's PTC position peaked at $2.48M in Q4 2025.
  • 680 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Argo Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.