Elevation Wealth Partners
PTC icon

Elevation Wealth Partners’s PTC PTC Stock Holding History

Elevation Wealth Partners’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 		$7.3K Buy
+52
New +$7.14K ﹤0.01% 1006
2026
Q2 		– Sell
-37
Closed -$5.27K – 1349
2026
Q1 		$5.27K Buy
+37
New +$5.85K ﹤0.01% 697
2025
Q4 		– Sell
-3
Closed -$610 – 1007
2025
Q3 		$610 Buy
+3
New +$612 ﹤0.01% 794

Other funds holding PTC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Elevation Wealth Partners's PTC Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in PTC (PTC) in Q3 2026: 52 shares worth $7.3K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in PTC as recently as Q1 2026.

Elevation Wealth Partners first reported a position in PTC in Q3 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Elevation Wealth Partners held 52 shares of PTC worth $7.3K as of Q3 2026.
  • PTC was a new Elevation Wealth Partners position in Q3 2026.
  • PTC made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1006 holding.
  • Elevation Wealth Partners first reported a position in PTC in Q3 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.