Elevated Capital Advisors
PTC icon

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
Q3 		$982 Hold
7
– – ﹤0.01% 759
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
Fernbridge Capital Management
Fernbridge Capital Management Los Angeles, California $1.66B AUM 9.77% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Elevated Capital Advisors's PTC Position: Q3 2026 in Review

Elevated Capital Advisors held its PTC (PTC) position steady in Q3 2026 at 7 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Elevated Capital Advisors first reported a position in PTC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.22K in Q4 2025. 557 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Elevated Capital Advisors held 7 shares of PTC worth $982 as of Q3 2026.
  • Elevated Capital Advisors left its PTC share count unchanged in Q3 2026.
  • PTC made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #759 holding.
  • Elevated Capital Advisors first reported a position in PTC in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's PTC position peaked at $1.22K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.