Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PTC PTC Stock Holding History

Cambridge Investment Research 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 		$247K Buy
2,176
+47
+2% +$6.35K ﹤0.01% 3618
2026
Q1 		$303K Sell
2,129
-110
-5% -$17.4K ﹤0.01% 3277
2025
Q4 		$390K Sell
2,239
-61
-3% -$11.3K ﹤0.01% 2954
2025
Q3 		$467K Sell
2,300
-43
-2% -$8.77K ﹤0.01% 2741
2025
Q2 		$404K Buy
2,343
+268
+13% +$43.2K ﹤0.01% 2734
2025
Q1 		$322K Sell
2,075
-33
-2% -$5.67K ﹤0.01% 2799
2024
Q4 		$388K Sell
2,108
-5,772
-73% -$1.09M ﹤0.01% 2628
2024
Q3 		$1.42M Buy
7,880
+288
+4% +$50.6K ﹤0.01% 1592
2024
Q2 		$1.38M Sell
7,592
-1,368
-15% -$245K 0.01% 1550
2024
Q1 		$1.69M Buy
8,960
+2,220
+33% +$400K 0.01% 1377
2023
Q4 		$1.18M Buy
6,740
+519
+8% +$79.6K 0.01% 1541
2023
Q3 		$881K Buy
6,221
+1,167
+23% +$167K ﹤0.01% 1657
2023
Q2 		$719K Buy
5,054
+3,062
+154% +$406K ﹤0.01% 1857
2023
Q1 		$255K Buy
1,992
+302
+18% +$38.4K ﹤0.01% 2623
2022
Q4 		$203K Buy
+1,690
New +$202K ﹤0.01% 2742
2019
Q4 		– Sell
-3,606
Closed -$246K – 2461
2019
Q3 		$246K Sell
3,606
-1,874
-34% -$137K ﹤0.01% 1971
2019
Q2 		$492K Sell
5,480
-311
-5% -$27.9K ﹤0.01% 1436
2019
Q1 		$534K Buy
+5,791
New +$513K 0.01% 1441

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

Cambridge Investment Research Advisors's PTC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its PTC (PTC) stake by 2.2% in Q2 2026, buying an estimated $6.35K and bringing the position to 2,176 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

Cambridge Investment Research Advisors first reported a position in PTC in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.69M in Q1 2024. 682 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,176 shares of PTC worth $247K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 47 PTC shares in Q2 2026, an estimated $6.35K.
  • PTC made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3618 holding.
  • Cambridge Investment Research Advisors first reported a position in PTC in Q1 2019 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's PTC position peaked at $1.69M in Q1 2024.
  • 682 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.