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Financial Network Wealth Advisors’s PTC PTC Stock Holding History

Financial Network 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
Q1 		$1.28K Hold
9
– – ﹤0.01% 724
2025
Q4 		$1.57K Hold
9
– – ﹤0.01% 722
2025
Q3 		$1.83K Hold
9
– – ﹤0.01% 685
2025
Q2 		$1.55K Hold
9
– – ﹤0.01% 692
2025
Q1 		$1.4K Hold
9
– – ﹤0.01% 645
2024
Q4 		$1.66K Sell
9
-11
-55% -$2.09K ﹤0.01% 420
2024
Q3 		$3.61K Sell
20
-10
-33% -$1.76K ﹤0.01% 563
2024
Q2 		$5.36K Buy
+30
New +$5.37K ﹤0.01% 570

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Network Wealth Advisors's PTC Position: Q1 2026 in Review

Financial Network Wealth Advisors held its PTC (PTC) position steady in Q1 2026 at 9 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Financial Network Wealth Advisors first reported a position in PTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.36K in Q2 2024. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Financial Network Wealth Advisors held 9 shares of PTC worth $1.28K as of Q1 2026.
  • Financial Network Wealth Advisors left its PTC share count unchanged in Q1 2026.
  • PTC made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #724 holding.
  • Financial Network Wealth Advisors first reported a position in PTC in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's PTC position peaked at $5.36K in Q2 2024.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.