CFD
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Creative Financial Designs’s PTC PTC Stock Holding History

Creative Financial Designs’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 		$6.7K Hold
47
– – ﹤0.01% 1509
2025
Q4 		$8.19K Hold
47
– – ﹤0.01% 1400
2025
Q3 		$9.54K Hold
47
– – ﹤0.01% 1381
2025
Q2 		$8.1K Sell
47
-16
-25% -$2.58K ﹤0.01% 1397
2025
Q1 		$9.76K Buy
63
+16
+34% +$2.75K ﹤0.01% 1309
2024
Q4 		$8.64K Hold
47
– – ﹤0.01% 1288
2024
Q3 		$8.49K Sell
47
-15
-24% -$2.64K ﹤0.01% 1247
2024
Q2 		$11.3K Hold
62
– – ﹤0.01% 1122
2024
Q1 		$11.7K Hold
62
– – ﹤0.01% 1094
2023
Q4 		$10.8K Hold
62
– – ﹤0.01% 1067
2023
Q3 		$8.78K Hold
62
– – ﹤0.01% 1063
2023
Q2 		$8.82K Buy
62
+25
+68% +$3.31K ﹤0.01% 1053
2023
Q1 		$4.75K Buy
+37
New +$4.71K ﹤0.01% 1122

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

Creative Financial Designs's PTC Position: Q1 2026 in Review

Creative Financial Designs held its PTC (PTC) position steady in Q1 2026 at 47 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Creative Financial Designs first reported a position in PTC in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.7K in Q1 2024. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Creative Financial Designs held 47 shares of PTC worth $6.7K as of Q1 2026.
  • Creative Financial Designs left its PTC share count unchanged in Q1 2026.
  • PTC made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1509 holding.
  • Creative Financial Designs first reported a position in PTC in Q1 2023 and has held it in 13 quarters since.
  • Creative Financial Designs's PTC position peaked at $11.7K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.