Balance Wealth
PTC icon

Balance Wealth’s PTC PTC Stock Holding History

Balance Wealth’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
Q3 		$2.41K Buy
+17
New +$2.33K ﹤0.01% 746

Other funds holding PTC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
Fernbridge Capital Management
Fernbridge Capital Management Los Angeles, California $1.66B AUM 9.77% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Balance Wealth's PTC Position: Q3 2026 in Review

Balance Wealth opened a new position in PTC (PTC) in Q3 2026: 17 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

557 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Balance Wealth held 17 shares of PTC worth $2.41K as of Q3 2026.
  • PTC was a new Balance Wealth position in Q3 2026.
  • PTC made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #746 holding.
  • 557 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.