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Basecamp Wealth Advisors’s PTC PTC Stock Holding History

Basecamp Wealth Advisors’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 		$11.9K Buy
105
+4
+4% +$540 ﹤0.01% 969
2026
Q1 		$14.4K Sell
101
-3
-3% -$474 ﹤0.01% 924
2025
Q4 		$18.1K Buy
+104
New +$19.3K ﹤0.01% 820

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's PTC Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its PTC (PTC) stake by 4% in Q2 2026, buying an estimated $540 and bringing the position to 105 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Basecamp Wealth Advisors first reported a position in PTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.1K in Q4 2025. 682 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Basecamp Wealth Advisors held 105 shares of PTC worth $11.9K as of Q2 2026.
  • Basecamp Wealth Advisors bought 4 PTC shares in Q2 2026, an estimated $540.
  • PTC made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #969 holding.
  • Basecamp Wealth Advisors first reported a position in PTC in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's PTC position peaked at $18.1K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.