JSW
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Journey Strategic Wealth’s PTC PTC Stock Holding History

Journey Strategic Wealth’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 		$216K Buy
+1,513
New +$239K 0.01% 729

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Journey Strategic Wealth's PTC Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in PTC (PTC) in Q1 2026: 1,513 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #729 among its holdings.

697 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Journey Strategic Wealth held 1,513 shares of PTC worth $216K as of Q1 2026.
  • PTC was a new Journey Strategic Wealth position in Q1 2026.
  • PTC made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #729 holding.
  • 697 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.