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Crewe Advisors’s PTC PTC Stock Holding History

Crewe Advisors’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 		$37.8K Sell
265
-12
-4% -$1.9K ﹤0.01% 403
2025
Q4 		$48.3K Sell
277
-108
-28% -$20.1K ﹤0.01% 370
2025
Q3 		$78.2K Hold
385
– – 0.01% 328
2025
Q2 		$66.4K Sell
385
-55
-13% -$8.86K 0.01% 266
2025
Q1 		$68.2K Hold
440
– – 0.01% 242
2024
Q4 		$80.9K Sell
440
-34
-7% -$6.45K 0.01% 229
2024
Q3 		$85.6K Buy
474
+5
+1% +$879 0.01% 248
2024
Q2 		$85.2K Sell
469
-30
-6% -$5.37K 0.01% 295
2024
Q1 		$94.3K Buy
+499
New +$89.9K 0.01% 283
2023
Q3 		– Sell
-630
Closed -$89.6K – 849
2023
Q2 		$89.6K Buy
630
+45
+8% +$5.96K 0.01% 212
2023
Q1 		$75K Sell
585
-195
-25% -$24.8K 0.01% 262
2022
Q4 		$93.6K Hold
780
– – 0.01% 224
2022
Q3 		$82K Sell
780
-115
-13% -$13.1K 0.01% 248
2022
Q2 		$95K Buy
895
+120
+15% +$13K 0.02% 218
2022
Q1 		$83K Buy
775
+490
+172% +$55.1K 0.02% 192
2021
Q4 		$35K Buy
+285
New +$34.3K 0.01% 217

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

Crewe Advisors's PTC Position: Q1 2026 in Review

Crewe Advisors reduced its PTC (PTC) stake by 4.3% in Q1 2026, selling an estimated $1.9K and leaving 265 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Crewe Advisors first reported a position in PTC in Q4 2021 and has held it in 16 quarters since. The position peaked at $95K in Q2 2022. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Crewe Advisors held 265 shares of PTC worth $37.8K as of Q1 2026.
  • Crewe Advisors sold 12 PTC shares in Q1 2026, an estimated $1.9K.
  • PTC made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #403 holding.
  • Crewe Advisors first reported a position in PTC in Q4 2021 and has held it in 16 quarters since.
  • Crewe Advisors's PTC position peaked at $95K in Q2 2022.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.