Copia Wealth Management’s PureCycle Technologies PCT Stock Holding History

Copia Wealth Management’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Buy	88,201 +18,021	+26%	+$150K	0.31%	64
2025 Q4	$603K	Buy	70,180 +6,163	+10%	+$65.4K	0.43%	48
2025 Q3	$842K	Buy	64,017 +4,763	+8%	+$66.2K	0.63%	37
2025 Q2	$812K	Buy	59,254 +3,190	+6%	+$28.2K	0.68%	37
2025 Q1	$388K	Buy	56,064 +5,898	+12%	+$53K	0.36%	54
2024 Q4	$514K	Buy	+50,166	New	+$582K	0.49%	43

Other funds holding PCT

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Shay Capital New York $704M AUM 37.47% 1-Year Est. Return

Geode Capital Management

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

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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