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Atria Investments’s PTC PTC Stock Holding History

Atria Investments’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 		$724K Sell
5,082
-1
-0% -$158 0.01% 1247
2025
Q4 		$886K Sell
5,083
-262
-5% -$48.7K 0.01% 1140
2025
Q3 		$1.09M Sell
5,345
-269
-5% -$54.8K 0.01% 1011
2025
Q2 		$967K Buy
5,614
+1,064
+23% +$171K 0.01% 1051
2025
Q1 		$705K Buy
4,550
+1,836
+68% +$316K 0.01% 1171
2024
Q4 		$499K Buy
2,714
+259
+11% +$49.1K 0.01% 1330
2024
Q3 		$444K Buy
2,455
+620
+34% +$109K 0.01% 1394
2024
Q2 		$333K Buy
+1,835
New +$328K ﹤0.01% 1528

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

Atria Investments's PTC Position: Q1 2026 in Review

Atria Investments reduced its PTC (PTC) stake by 0.02% in Q1 2026, selling an estimated $158 and leaving 5,082 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #1247.

Atria Investments first reported a position in PTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Atria Investments held 5,082 shares of PTC worth $724K as of Q1 2026.
  • Atria Investments sold 1 PTC share in Q1 2026, an estimated $158.
  • PTC made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1247 holding.
  • Atria Investments first reported a position in PTC in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's PTC position peaked at $1.09M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.