CPG
PTC icon

Cornerstone Planning Group’s PTC PTC Stock Holding History

Cornerstone Planning 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 		$2.89K Buy
21
+10
+91% +$1.58K ﹤0.01% 1215
2025
Q4 		$1.78K Sell
11
-96
-90% -$17.8K ﹤0.01% 1217
2025
Q3 		$30.1K Buy
107
+101
+1,683% +$20.6K ﹤0.01% 470
2025
Q2 		$1.29K Buy
6
+3
+100% +$483 ﹤0.01% 1053
2025
Q1 		$443 Buy
+3
New +$516 ﹤0.01% 1335

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

Cornerstone Planning Group's PTC Position: Q1 2026 in Review

Cornerstone Planning Group increased its PTC (PTC) stake by 91% in Q1 2026, buying an estimated $1.58K and bringing the position to 21 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Cornerstone Planning Group first reported a position in PTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $30.1K in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Cornerstone Planning Group held 21 shares of PTC worth $2.89K as of Q1 2026.
  • Cornerstone Planning Group bought 10 PTC shares in Q1 2026, an estimated $1.58K.
  • PTC made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1215 holding.
  • Cornerstone Planning Group first reported a position in PTC in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's PTC position peaked at $30.1K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.