Empirical Wealth Management
PTC icon

Empirical Wealth Management’s PTC PTC Stock Holding History

Empirical Wealth Management’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 		$547K Buy
3,896
+1,804
+86% +$248K 0.01% 736
2026
Q2 		$238K Sell
2,092
-2,535
-55% -$342K ﹤0.01% 961
2026
Q1 		$659K Buy
+4,627
New +$731K 0.01% 473

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Empirical Wealth Management's PTC Position: Q3 2026 in Review

Empirical Wealth Management increased its PTC (PTC) stake by 86% in Q3 2026, buying an estimated $248K and bringing the position to 3,896 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #736.

Empirical Wealth Management first reported a position in PTC in Q1 2026 and has held it in 3 quarters since. The position peaked at $659K in Q1 2026. 185 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Empirical Wealth Management held 3,896 shares of PTC worth $547K as of Q3 2026.
  • Empirical Wealth Management bought 1,804 PTC shares in Q3 2026, an estimated $248K.
  • PTC made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #736 holding.
  • Empirical Wealth Management first reported a position in PTC in Q1 2026 and has held it in 3 quarters since.
  • Empirical Wealth Management's PTC position peaked at $659K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.