CFO4Life Group’s PTC PTC Stock Holding History

CFO4Life Group’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	–	Sell	-1,655	Closed	-$236K	–	243
2026 Q1	$236K	Buy	1,655 +29	+2%	+$4.58K	0.04%	188
2025 Q4	$283K	Buy	+1,626	New	+$302K	0.04%	180

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CFO4Life Group's PTC Position: Q2 2026 in Review

CFO4Life Group sold out of PTC (PTC) in Q2 2026, closing a stake of 1,655 shares — an estimated $236K sold.

CFO4Life Group first reported a position in PTC in Q4 2025 and held it in 2 quarters. The position peaked at $283K in Q4 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

CFO4Life Group reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
CFO4Life Group sold 1,655 PTC shares in Q2 2026, an estimated $236K.
CFO4Life Group first reported a position in PTC in Q4 2025 and held it in 2 quarters.
CFO4Life Group's PTC position peaked at $283K in Q4 2025.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.