Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29K Hold
255
0.01% 265
2026
Q1
$36.3K Buy
+255
New +$40.3K 0.01% 191

Other funds holding PTC

Cedar Mountain Advisors's PTC Position: Q2 2026 in Review

Cedar Mountain Advisors held its PTC (PTC) position steady in Q2 2026 at 255 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #265.

Cedar Mountain Advisors first reported a position in PTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $36.3K in Q1 2026. 71 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Cedar Mountain Advisors held 255 shares of PTC worth $29K as of Q2 2026.
  • Cedar Mountain Advisors left its PTC share count unchanged in Q2 2026.
  • PTC made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #265 holding.
  • Cedar Mountain Advisors first reported a position in PTC in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's PTC position peaked at $36.3K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.