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 Q2	$795	Hold	7	–	–	﹤0.01%	764
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 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 $3.37T AUM 44.26% 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

Elevated Capital Advisors's PTC Position: Q2 2026 in Review

Elevated Capital Advisors held its PTC (PTC) position steady in Q2 2026 at 7 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Elevated Capital Advisors first reported a position in PTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22K in Q4 2025. 684 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Elevated Capital Advisors held 7 shares of PTC worth $795 as of Q2 2026.
Elevated Capital Advisors left its PTC share count unchanged in Q2 2026.
PTC made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #764 holding.
Elevated Capital Advisors first reported a position in PTC in Q4 2025 and has held it in 3 quarters since.
Elevated Capital Advisors's PTC position peaked at $1.22K in Q4 2025.
684 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.