Hughes Financial Services’s PTC PTC Stock Holding History

Hughes Financial Services’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	–	Sell	-5	Closed	-$712	–	1922
2026 Q1	$712	Sell	5 -17	-77%	-$2.69K	﹤0.01%	851
2025 Q4	$3.83K	Hold	22	–	–	﹤0.01%	431
2025 Q3	$3.9K	Hold	22	–	–	﹤0.01%	427
2025 Q2	$4.75K	Buy	+22	New	+$3.54K	﹤0.01%	405

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hughes Financial Services's PTC Position: Q2 2026 in Review

Hughes Financial Services sold out of PTC (PTC) in Q2 2026, closing a stake of 5 shares — an estimated $712 sold.

Hughes Financial Services first reported a position in PTC in Q2 2025 and held it in 4 quarters. The position peaked at $4.75K in Q2 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Hughes Financial Services reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
Hughes Financial Services sold 5 PTC shares in Q2 2026, an estimated $712.
Hughes Financial Services first reported a position in PTC in Q2 2025 and held it in 4 quarters.
Hughes Financial Services's PTC position peaked at $4.75K in Q2 2025.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.