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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
Q2 		$305K Sell
2,688
-2,394
-47% -$323K ﹤0.01% 1840
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 $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

Atria Investments's PTC Position: Q2 2026 in Review

Atria Investments reduced its PTC (PTC) stake by 47% in Q2 2026, selling an estimated $323K and leaving 2,688 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Atria Investments first reported a position in PTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Atria Investments held 2,688 shares of PTC worth $305K as of Q2 2026.
  • Atria Investments sold 2,394 PTC shares in Q2 2026, an estimated $323K.
  • PTC made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1840 holding.
  • Atria Investments first reported a position in PTC in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's PTC position peaked at $1.09M in Q3 2025.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.