HHGA
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Halbert Hargrove Global Advisors’s PTC PTC Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-1
Closed -$155 – 574
2025
Q1 		$155 Buy
+1
New +$172 ﹤0.01% 611

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
FCM
Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return

Halbert Hargrove Global Advisors's PTC Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of PTC (PTC) in Q2 2025, closing a stake of 1 share — an estimated $155 sold.

Halbert Hargrove Global Advisors first reported a position in PTC in Q1 2025 and held it in 1 quarter. The position peaked at $155 in Q1 2025. 664 funds tracked by Wall St. Rank hold PTC as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining PTC position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 PTC share in Q2 2025, an estimated $155.
  • Halbert Hargrove Global Advisors first reported a position in PTC in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's PTC position peaked at $155 in Q1 2025.
  • 664 funds tracked by Wall St. Rank held PTC as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.