BWP
PTC icon

Baldwin Wealth Partners’s PTC PTC Stock Holding History

Baldwin Wealth Partners’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 		$5.86M Sell
51,563
-1,278
-2% -$173K 0.38% 57
2026
Q1 		$7.53M Buy
52,841
+2,112
+4% +$334K 0.55% 44
2025
Q4 		$8.84M Sell
50,729
-16,925
-25% -$3.15M 0.57% 45
2025
Q3 		$13.7M Buy
+67,654
New +$13.8M 0.89% 31

Other funds holding PTC

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Baldwin Wealth Partners's PTC Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its PTC (PTC) stake by 2.4% in Q2 2026, selling an estimated $173K and leaving 51,563 shares worth $5.86M. The position accounts for 0.38% of the portfolio, ranked #57.

Baldwin Wealth Partners first reported a position in PTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.7M in Q3 2025. 71 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Baldwin Wealth Partners held 51,563 shares of PTC worth $5.86M as of Q2 2026.
  • Baldwin Wealth Partners sold 1,278 PTC shares in Q2 2026, an estimated $173K.
  • PTC made up 0.38% of Baldwin Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Baldwin Wealth Partners first reported a position in PTC in Q3 2025 and has held it in 4 quarters since.
  • Baldwin Wealth Partners's PTC position peaked at $13.7M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.