Keudell/Morrison Wealth Management’s PureCycle Technologies PCT Stock Holding History

Keudell/Morrison Wealth Management’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 Q3	$295K	Buy	66,892 +13,194	+25%	+$84.6K	0.05%	199
2026 Q2	$435K	Sell	53,698 -1,418	-3%	-$12.7K	0.08%	152
2026 Q1	$286K	Buy	55,116 +21,191	+62%	+$176K	0.06%	189
2025 Q4	$291K	Buy	+33,925	New	+$360K	0.06%	183
2025 Q2	$152K	Sell	11,071 -9,314	-46%	-$82.5K	0.03%	224
2025 Q1	$141K	Buy	20,385 +8,930	+78%	+$80.3K	0.03%	215
2024 Q4	$117K	Buy	+11,455	New	+$133K	0.03%	218

Other funds holding PCT

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Keudell/Morrison Wealth Management's PCT Position: Q3 2026 in Review

Keudell/Morrison Wealth Management increased its PureCycle Technologies (PCT) stake by 25% in Q3 2026, buying an estimated $84.6K and bringing the position to 66,892 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #199.

Keudell/Morrison Wealth Management first reported a position in PCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q2 2026. 161 funds tracked by Wall St. Rank hold PCT as of Q3 2026.

Keudell/Morrison Wealth Management held 66,892 shares of PureCycle Technologies worth $295K as of Q3 2026.
Keudell/Morrison Wealth Management bought 13,194 PureCycle Technologies shares in Q3 2026, an estimated $84.6K.
PureCycle Technologies made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #199 holding.
Keudell/Morrison Wealth Management first reported a position in PureCycle Technologies in Q4 2024 and has held it in 7 quarters since.
Keudell/Morrison Wealth Management's PureCycle Technologies position peaked at $435K in Q2 2026.
161 funds tracked by Wall St. Rank held PureCycle Technologies as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.