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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
Q2 		– Sell
-9
Closed -$1.28K – 885
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 $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 $3.37T AUM 44.26% 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

Financial Network Wealth Advisors's PTC Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of PTC (PTC) in Q2 2026, closing a stake of 9 shares — an estimated $1.28K sold.

Financial Network Wealth Advisors first reported a position in PTC in Q2 2024 and held it in 8 quarters. The position peaked at $5.36K in Q2 2024. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Financial Network Wealth Advisors reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 9 PTC shares in Q2 2026, an estimated $1.28K.
  • Financial Network Wealth Advisors first reported a position in PTC in Q2 2024 and held it in 8 quarters.
  • Financial Network Wealth Advisors's PTC position peaked at $5.36K in Q2 2024.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.