EWA
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EverSource Wealth Advisors’s PTC PTC Stock Holding History

EverSource Wealth 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 		$55.2K Sell
486
-266
-35% -$35.9K ﹤0.01% 1720
2026
Q1 		$107K Buy
752
+89
+13% +$14.1K ﹤0.01% 1391
2025
Q4 		$115K Buy
663
+75
+13% +$13.9K ﹤0.01% 1239
2025
Q3 		$119K Sell
588
-117
-17% -$23.9K ﹤0.01% 1190
2025
Q2 		$121K Buy
705
+287
+69% +$46.2K 0.01% 1091
2025
Q1 		$64.8K Buy
418
+147
+54% +$25.3K ﹤0.01% 1110
2024
Q4 		$49.8K Buy
271
+18
+7% +$3.41K ﹤0.01% 1191
2024
Q3 		$45.7K Sell
253
-222
-47% -$39K ﹤0.01% 1110
2024
Q2 		$84.5K Buy
475
+11
+2% +$1.97K 0.01% 868
2024
Q1 		$82.3K Buy
464
+43
+10% +$7.75K 0.01% 785
2023
Q4 		$73.7K Buy
421
+2
+0.5% +$307 0.01% 753
2023
Q3 		$59.4K Hold
419
– – 0.01% 748
2023
Q2 		$59.6K Hold
419
– – 0.01% 765
2023
Q1 		$53.7K Buy
419
+7
+2% +$890 0.01% 774
2022
Q4 		$49.5K Buy
412
+54
+15% +$6.46K 0.01% 767
2022
Q3 		$37K Buy
358
+336
+1,527% +$38.3K 0.01% 720
2022
Q2 		$2K Buy
22
+7
+47% +$756 ﹤0.01% 1548
2022
Q1 		$2K Sell
15
-52
-78% -$5.84K ﹤0.01% 1565
2021
Q4 		$8K Buy
+67
New +$8.07K ﹤0.01% 1063

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's PTC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PTC (PTC) stake by 35% in Q2 2026, selling an estimated $35.9K and leaving 486 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

EverSource Wealth Advisors first reported a position in PTC in Q4 2021 and has held it in 19 quarters since. The position peaked at $121K in Q2 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • EverSource Wealth Advisors held 486 shares of PTC worth $55.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 266 PTC shares in Q2 2026, an estimated $35.9K.
  • PTC made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1720 holding.
  • EverSource Wealth Advisors first reported a position in PTC in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's PTC position peaked at $121K in Q2 2025.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.