JWM
PTC icon

JPL Wealth Management’s PTC PTC Stock Holding History

JPL Wealth Management’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 		$4.99K Buy
+35
New +$5.53K ﹤0.01% 699
2025
Q4 		– Sell
-11
Closed -$2.23K – 871
2025
Q3 		$2.23K Buy
+11
New +$2.24K ﹤0.01% 841

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

JPL Wealth Management's PTC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in PTC (PTC) in Q1 2026: 35 shares worth $4.99K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PTC as recently as Q3 2025.

JPL Wealth Management first reported a position in PTC in Q3 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • JPL Wealth Management held 35 shares of PTC worth $4.99K as of Q1 2026.
  • PTC was a new JPL Wealth Management position in Q1 2026.
  • PTC made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #699 holding.
  • JPL Wealth Management first reported a position in PTC in Q3 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.