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 Q2	$5.79K	Buy	51 +4	+9%	+$540	﹤0.01%	1675
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 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 $3.38T AUM 44.17% 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

Creative Financial Designs's PTC Position: Q2 2026 in Review

Creative Financial Designs increased its PTC (PTC) stake by 8.5% in Q2 2026, buying an estimated $540 and bringing the position to 51 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Creative Financial Designs first reported a position in PTC in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.7K in Q1 2024. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Creative Financial Designs held 51 shares of PTC worth $5.79K as of Q2 2026.
Creative Financial Designs bought 4 PTC shares in Q2 2026, an estimated $540.
PTC made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1675 holding.
Creative Financial Designs first reported a position in PTC in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's PTC position peaked at $11.7K in Q1 2024.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.