Diversify Advisory Services
PCT icon

Diversify Advisory Services’s PureCycle Technologies PCT Stock Holding History

Diversify Advisory Services’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22,178
Closed -$133K – 1353
2026
Q2 		$133K Buy
+22,178
New +$199K ﹤0.01% 1214
2025
Q3 		– Sell
-11,159
Closed -$148K – 906
2025
Q2 		$148K Sell
11,159
-5,314
-32% -$47.1K 0.01% 802
2025
Q1 		$115K Buy
+16,473
New +$148K 0.01% 624

Other funds holding PCT

Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return
TCP
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MFS
Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services's PCT Position: Q3 2026 in Review

Diversify Advisory Services sold out of PureCycle Technologies (PCT) in Q3 2026, closing a stake of 22,178 shares — an estimated $133K sold.

Diversify Advisory Services first reported a position in PCT in Q1 2025 and held it in 3 quarters. The position peaked at $148K in Q2 2025. 31 funds tracked by Wall St. Rank hold PCT as of Q3 2026.

  • Diversify Advisory Services reported no remaining PureCycle Technologies position as of Q3 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 22,178 PureCycle Technologies shares in Q3 2026, an estimated $133K.
  • Diversify Advisory Services first reported a position in PureCycle Technologies in Q1 2025 and held it in 3 quarters.
  • Diversify Advisory Services's PureCycle Technologies position peaked at $148K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held PureCycle Technologies as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.