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Cassaday & Co Wealth Management’s PTC PTC Stock Holding History

Cassaday & Co Wealth Management’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 		$14.2K Buy
+100
New +$15.8K ﹤0.01% 829

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

Cassaday & Co Wealth Management's PTC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in PTC (PTC) in Q1 2026: 100 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings.

692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Cassaday & Co Wealth Management held 100 shares of PTC worth $14.2K as of Q1 2026.
  • PTC was a new Cassaday & Co Wealth Management position in Q1 2026.
  • PTC made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #829 holding.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.