HIW
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Holos Integrated Wealth’s PureCycle Technologies PCT Stock Holding History

Holos Integrated Wealth’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15K Sell
2,100
-1,100
-34% -$9.86K 0.01% 234
2026
Q1 		$17.4K Buy
+3,200
New +$26.7K 0.01% 218

Other funds holding PCT

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
TCP
TMB Capital Partners Little Rock, Arkansas $321M AUM

Holos Integrated Wealth's PCT Position: Q2 2026 in Review

Holos Integrated Wealth reduced its PureCycle Technologies (PCT) stake by 34% in Q2 2026, selling an estimated $9.86K and leaving 2,100 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #234.

Holos Integrated Wealth first reported a position in PCT in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.4K in Q1 2026. 58 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

  • Holos Integrated Wealth held 2,100 shares of PureCycle Technologies worth $15K as of Q2 2026.
  • Holos Integrated Wealth sold 1,100 PureCycle Technologies shares in Q2 2026, an estimated $9.86K.
  • PureCycle Technologies made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #234 holding.
  • Holos Integrated Wealth first reported a position in PureCycle Technologies in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's PureCycle Technologies position peaked at $17.4K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.