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 Q2	$8.86K	Buy	78 +43	+123%	+$5.81K	﹤0.01%	623
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 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

JPL Wealth Management's PTC Position: Q2 2026 in Review

JPL Wealth Management increased its PTC (PTC) stake by 123% in Q2 2026, buying an estimated $5.81K and bringing the position to 78 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

JPL Wealth Management first reported a position in PTC in Q3 2025 and has held it in 3 quarters since. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

JPL Wealth Management held 78 shares of PTC worth $8.86K as of Q2 2026.
JPL Wealth Management bought 43 PTC shares in Q2 2026, an estimated $5.81K.
PTC made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #623 holding.
JPL Wealth Management first reported a position in PTC in Q3 2025 and has held it in 3 quarters since.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.