CFO
PTC icon

Callan Family Office’s PTC PTC Stock Holding History

Callan Family Office’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 		$658K Buy
4,618
+423
+10% +$66.8K 0.01% 677
2025
Q4 		$731K Buy
4,195
+1,068
+34% +$198K 0.02% 649
2025
Q3 		$635K Sell
3,127
-641
-17% -$131K 0.02% 473
2025
Q2 		$649K Buy
3,768
+1,879
+99% +$303K 0.02% 506
2025
Q1 		$293K Sell
1,889
-243
-11% -$41.8K 0.02% 433
2024
Q4 		$392K Buy
+2,132
New +$404K 0.02% 423

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

Callan Family Office's PTC Position: Q1 2026 in Review

Callan Family Office increased its PTC (PTC) stake by 10% in Q1 2026, buying an estimated $66.8K and bringing the position to 4,618 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #677.

Callan Family Office first reported a position in PTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $731K in Q4 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Callan Family Office held 4,618 shares of PTC worth $658K as of Q1 2026.
  • Callan Family Office bought 423 PTC shares in Q1 2026, an estimated $66.8K.
  • PTC made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #677 holding.
  • Callan Family Office first reported a position in PTC in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's PTC position peaked at $731K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.