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Crestwood Advisors Group’s PTC PTC Stock Holding History

Crestwood Advisors 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 		$486K Buy
3,408
+2,004
+143% +$317K 0.01% 429
2025
Q4 		$245K Buy
+1,404
New +$261K ﹤0.01% 594

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

Crestwood Advisors Group's PTC Position: Q1 2026 in Review

Crestwood Advisors Group increased its PTC (PTC) stake by 143% in Q1 2026, buying an estimated $317K and bringing the position to 3,408 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #429.

Crestwood Advisors Group first reported a position in PTC in Q4 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Crestwood Advisors Group held 3,408 shares of PTC worth $486K as of Q1 2026.
  • Crestwood Advisors Group bought 2,004 PTC shares in Q1 2026, an estimated $317K.
  • PTC made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #429 holding.
  • Crestwood Advisors Group first reported a position in PTC in Q4 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.