Gratus Wealth Advisors’s PTC PTC Stock Holding History

Gratus 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 Q3	$301K	Sell	2,142 -161	-7%	-$22.1K	0.04%	113
2026 Q2	$262K	Sell	2,303 -121	-5%	-$16.3K	0.03%	124
2026 Q1	$345K	Sell	2,424 -167	-6%	-$26.4K	0.05%	107
2025 Q4	$451K	Sell	2,591 -211	-8%	-$39.2K	0.06%	96
2025 Q3	$569K	Hold	2,802	–	–	0.08%	88
2025 Q2	$483K	Hold	2,802	–	–	0.07%	92
2025 Q1	$434K	Sell	2,802 -168	-6%	-$28.9K	0.07%	96
2024 Q4	$546K	Hold	2,970	–	–	0.09%	87
2024 Q3	$527K	Hold	2,970	–	–	0.09%	89
2024 Q2	$522K	Sell	2,970 -171	-5%	-$30.6K	0.09%	90
2024 Q1	$552K	Hold	3,141	–	–	0.1%	85
2023 Q4	$550K	Buy	+3,141	New	+$482K	0.11%	80

Other funds holding PTC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Gratus Wealth Advisors's PTC Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its PTC (PTC) stake by 7% in Q3 2026, selling an estimated $22.1K and leaving 2,142 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #113.

Gratus Wealth Advisors first reported a position in PTC in Q4 2023 and has held it in 12 quarters since. The position peaked at $569K in Q3 2025. 309 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

Gratus Wealth Advisors held 2,142 shares of PTC worth $301K as of Q3 2026.
Gratus Wealth Advisors sold 161 PTC shares in Q3 2026, an estimated $22.1K.
PTC made up 0.04% of Gratus Wealth Advisors's portfolio in Q3 2026, its #113 holding.
Gratus Wealth Advisors first reported a position in PTC in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's PTC position peaked at $569K in Q3 2025.
309 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.