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Hemington Wealth Management’s PTC PTC Stock Holding History

Hemington Wealth Management’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
Q3 		$29K Buy
145
+15
+12% +$3.06K ﹤0.01% 513
2025
Q2 		$22K Buy
130
+34
+35% +$5.48K ﹤0.01% 592
2025
Q1 		$14K Sell
96
-7
-7% -$1.2K ﹤0.01% 699
2024
Q4 		$18K Buy
103
+25
+32% +$4.74K ﹤0.01% 583
2024
Q3 		$14K Buy
+78
New +$13.7K ﹤0.01% 614

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Hemington Wealth Management's PTC Position: Q3 2025 in Review

Hemington Wealth Management increased its PTC (PTC) stake by 12% in Q3 2025, buying an estimated $3.06K and bringing the position to 145 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Hemington Wealth Management first reported a position in PTC in Q3 2024 and has held it in 5 quarters since. 729 funds tracked by Wall St. Rank hold PTC as of Q3 2025.

  • Hemington Wealth Management held 145 shares of PTC worth $29K as of Q3 2025.
  • Hemington Wealth Management bought 15 PTC shares in Q3 2025, an estimated $3.06K.
  • PTC made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #513 holding.
  • Hemington Wealth Management first reported a position in PTC in Q3 2024 and has held it in 5 quarters since.
  • 729 funds tracked by Wall St. Rank held PTC as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.