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HFM Investment Advisors’s PTC PTC Stock Holding History

HFM Investment 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 		$427 Sell
3
-2
-40% -$316 ﹤0.01% 733
2025
Q4 		$872 Hold
5
– – ﹤0.01% 501
2025
Q3 		$1.01K Buy
5
+1
+25% +$204 ﹤0.01% 362
2025
Q2 		$689 Buy
4
+3
+300% +$483 ﹤0.01% 523
2025
Q1 		$155 Buy
+1
New +$172 ﹤0.01% 725

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

HFM Investment Advisors's PTC Position: Q1 2026 in Review

HFM Investment Advisors reduced its PTC (PTC) stake by 40% in Q1 2026, selling an estimated $316 and leaving 3 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #733.

HFM Investment Advisors first reported a position in PTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.01K in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • HFM Investment Advisors held 3 shares of PTC worth $427 as of Q1 2026.
  • HFM Investment Advisors sold 2 PTC shares in Q1 2026, an estimated $316.
  • PTC made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #733 holding.
  • HFM Investment Advisors first reported a position in PTC in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's PTC position peaked at $1.01K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.