AAS
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Avantax Advisory Services’s PTC PTC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$292K Buy
+1,694
New +$273K ﹤0.01% 1926
2025
Q1 		– Sell
-1,213
Closed -$223K – 2305
2024
Q4 		$223K Buy
+1,213
New +$230K ﹤0.01% 1988

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
FCM
Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return

Avantax Advisory Services's PTC Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in PTC (PTC) in Q2 2025: 1,694 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1926 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in PTC as recently as Q4 2024.

Avantax Advisory Services first reported a position in PTC in Q4 2024 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold PTC as of Q2 2025.

  • Avantax Advisory Services held 1,694 shares of PTC worth $292K as of Q2 2025.
  • PTC was a new Avantax Advisory Services position in Q2 2025.
  • PTC made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1926 holding.
  • Avantax Advisory Services first reported a position in PTC in Q4 2024 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held PTC as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.