EWP
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
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

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Elevation Wealth Partners's PTC Position: Q2 2026 in Review

Elevation Wealth Partners sold out of PTC (PTC) in Q2 2026, closing a stake of 37 shares — an estimated $5.27K sold.

Elevation Wealth Partners first reported a position in PTC in Q3 2025 and held it in 2 quarters. The position peaked at $5.27K in Q1 2026. 71 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Elevation Wealth Partners reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 37 PTC shares in Q2 2026, an estimated $5.27K.
  • Elevation Wealth Partners first reported a position in PTC in Q3 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's PTC position peaked at $5.27K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.