AWM
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Aries Wealth Management’s PTC PTC Stock Holding History

Aries 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
Q2 		$500K Buy
4,404
+9
+0.2% +$1.22K 0.1% 154
2026
Q1 		$626K Buy
+4,395
New +$695K 0.14% 129

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 $3.38T AUM 44.17% 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

Aries Wealth Management's PTC Position: Q2 2026 in Review

Aries Wealth Management increased its PTC (PTC) stake by 0.2% in Q2 2026, buying an estimated $1.22K and bringing the position to 4,404 shares worth $500K. The position accounts for 0.1% of the portfolio, ranked #154.

Aries Wealth Management first reported a position in PTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $626K in Q1 2026. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Aries Wealth Management held 4,404 shares of PTC worth $500K as of Q2 2026.
  • Aries Wealth Management bought 9 PTC shares in Q2 2026, an estimated $1.22K.
  • PTC made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Aries Wealth Management first reported a position in PTC in Q1 2026 and has held it in 2 quarters since.
  • Aries Wealth Management's PTC position peaked at $626K in Q1 2026.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.