ECA
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Elevated Capital Advisors’s PTC PTC Stock Holding History

Elevated Capital 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 		$997 Hold
7
– – ﹤0.01% 738
2025
Q4 		$1.22K Buy
+7
New +$1.3K ﹤0.01% 691

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

Elevated Capital Advisors's PTC Position: Q1 2026 in Review

Elevated Capital Advisors held its PTC (PTC) position steady in Q1 2026 at 7 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Elevated Capital Advisors first reported a position in PTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.22K in Q4 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Elevated Capital Advisors held 7 shares of PTC worth $997 as of Q1 2026.
  • Elevated Capital Advisors left its PTC share count unchanged in Q1 2026.
  • PTC made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #738 holding.
  • Elevated Capital Advisors first reported a position in PTC in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's PTC position peaked at $1.22K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.