Cetera Investment Advisers
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Cetera Investment Advisers’s PTC PTC Stock Holding History

Cetera Investment Advisers’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 		$1.77M Buy
12,393
+2,156
+21% +$341K ﹤0.01% 2399
2025
Q4 		$1.78M Buy
10,237
+306
+3% +$56.9K ﹤0.01% 2315
2025
Q3 		$2.02M Buy
9,931
+4,148
+72% +$846K ﹤0.01% 2154
2025
Q2 		$997K Buy
5,783
+253
+5% +$40.8K ﹤0.01% 2373
2025
Q1 		$857K Sell
5,530
-264
-5% -$45.4K ﹤0.01% 2391
2024
Q4 		$1.07M Buy
5,794
+358
+7% +$67.9K ﹤0.01% 2122
2024
Q3 		$982K Buy
5,436
+1,241
+30% +$218K ﹤0.01% 2138
2024
Q2 		$762K Sell
4,195
-366
-8% -$65.5K ﹤0.01% 2272
2024
Q1 		$862K Buy
+4,561
New +$822K ﹤0.01% 2194
2022
Q2 		– Sell
-2,545
Closed -$274K – 1926
2022
Q1 		$274K Sell
2,545
-328
-11% -$36.9K ﹤0.01% 1530
2021
Q4 		$348K Buy
+2,873
New +$346K 0.01% 1405

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

Cetera Investment Advisers's PTC Position: Q1 2026 in Review

Cetera Investment Advisers increased its PTC (PTC) stake by 21% in Q1 2026, buying an estimated $341K and bringing the position to 12,393 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Cetera Investment Advisers first reported a position in PTC in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.02M in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Cetera Investment Advisers held 12,393 shares of PTC worth $1.77M as of Q1 2026.
  • Cetera Investment Advisers bought 2,156 PTC shares in Q1 2026, an estimated $341K.
  • PTC made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2399 holding.
  • Cetera Investment Advisers first reported a position in PTC in Q4 2021 and has held it in 11 quarters since.
  • Cetera Investment Advisers's PTC position peaked at $2.02M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.