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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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bell Investment Advisors's PTC Position: Q1 2026 in Review

Bell Investment Advisors reduced its PTC (PTC) stake by 7.6% in Q1 2026, selling an estimated $1.74K and leaving 133 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Bell Investment Advisors first reported a position in PTC in Q3 2021 and has held it in 18 quarters since. The position peaked at $68K in Q4 2021. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Bell Investment Advisors held 133 shares of PTC worth $19K as of Q1 2026.
  • Bell Investment Advisors sold 11 PTC shares in Q1 2026, an estimated $1.74K.
  • PTC made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #457 holding.
  • Bell Investment Advisors first reported a position in PTC in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's PTC position peaked at $68K in Q4 2021.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.