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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
Q2 		$1.25K Buy
11
+8
+267% +$1.08K ﹤0.01% 648
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 $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 $3.38T AUM 44.17% 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

HFM Investment Advisors's PTC Position: Q2 2026 in Review

HFM Investment Advisors increased its PTC (PTC) stake by 267% in Q2 2026, buying an estimated $1.08K and bringing the position to 11 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

HFM Investment Advisors first reported a position in PTC in Q1 2025 and has held it in 6 quarters since. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • HFM Investment Advisors held 11 shares of PTC worth $1.25K as of Q2 2026.
  • HFM Investment Advisors bought 8 PTC shares in Q2 2026, an estimated $1.08K.
  • PTC made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #648 holding.
  • HFM Investment Advisors first reported a position in PTC in Q1 2025 and has held it in 6 quarters since.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.