Clean Yield Group’s PTC PTC Stock Holding History

Clean Yield 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 Q1	–	Sell	-18	Closed	-$3.14K	–	411
2025 Q4	$3.14K	Hold	18	–	–	﹤0.01%	366
2025 Q3	$3.65K	Hold	18	–	–	﹤0.01%	363
2025 Q2	$3.1K	Hold	18	–	–	﹤0.01%	350
2025 Q1	$2.79K	Hold	18	–	–	﹤0.01%	373
2024 Q4	$3.31K	Hold	18	–	–	﹤0.01%	378
2024 Q3	$3.25K	Buy	+18	New	+$3.16K	﹤0.01%	386

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clean Yield Group's PTC Position: Q1 2026 in Review

Clean Yield Group sold out of PTC (PTC) in Q1 2026, closing a stake of 18 shares — an estimated $3.14K sold.

Clean Yield Group first reported a position in PTC in Q3 2024 and held it in 6 quarters. The position peaked at $3.65K in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

Clean Yield Group reported no remaining PTC position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 18 PTC shares in Q1 2026, an estimated $3.14K.
Clean Yield Group first reported a position in PTC in Q3 2024 and held it in 6 quarters.
Clean Yield Group's PTC position peaked at $3.65K in Q3 2025.
692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.