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Bell Investment Advisors’s PTC PTC Stock Holding History

Bell Investment 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 		$13K Sell
114
-19
-14% -$2.56K ﹤0.01% 624
2026
Q1 		$19K Sell
133
-11
-8% -$1.74K ﹤0.01% 457
2025
Q4 		$25.1K Buy
144
+58
+67% +$10.8K ﹤0.01% 383
2025
Q3 		$17.5K Buy
86
+2
+2% +$408 ﹤0.01% 450
2025
Q2 		$14.5K Sell
84
-1
-1% -$161 ﹤0.01% 541
2025
Q1 		$13.2K Hold
85
– – ﹤0.01% 504
2024
Q4 		$15.6K Hold
85
– – ﹤0.01% 451
2024
Q3 		$15.4K Sell
85
-8
-9% -$1.41K ﹤0.01% 459
2024
Q2 		$16.9K Hold
93
– – ﹤0.01% 434
2024
Q1 		$17.6K Hold
93
– – ﹤0.01% 409
2023
Q4 		$16.3K Hold
93
– – ﹤0.01% 406
2023
Q3 		$13.2K Hold
93
– – ﹤0.01% 410
2023
Q2 		$13.2K Buy
93
+4
+4% +$530 ﹤0.01% 417
2023
Q1 		$11.4K Hold
89
– – ﹤0.01% 442
2022
Q4 		$10.7K Sell
89
-16
-15% -$1.91K ﹤0.01% 469
2022
Q3 		$11K Sell
105
-99
-49% -$11.3K ﹤0.01% 395
2022
Q2 		$22K Buy
+204
New +$22K 0.01% 247
2021
Q4 		$68K Buy
562
+4
+0.7% +$482 0.02% 129
2021
Q3 		$67K Buy
+558
New +$74.4K 0.02% 117

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

Bell Investment Advisors's PTC Position: Q2 2026 in Review

Bell Investment Advisors reduced its PTC (PTC) stake by 14% in Q2 2026, selling an estimated $2.56K and leaving 114 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Bell Investment Advisors first reported a position in PTC in Q3 2021 and has held it in 19 quarters since. The position peaked at $68K in Q4 2021. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Bell Investment Advisors held 114 shares of PTC worth $13K as of Q2 2026.
  • Bell Investment Advisors sold 19 PTC shares in Q2 2026, an estimated $2.56K.
  • PTC made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #624 holding.
  • Bell Investment Advisors first reported a position in PTC in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's PTC position peaked at $68K in Q4 2021.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.