KMWM
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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
Q2 		$13.8K Buy
+1,700
New +$15.2K ﹤0.01% 257

Other funds holding PCT

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
III
Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Keudell/Morrison Wealth Management's PCT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its PureCycle Technologies (PCT) stake by 2.6% in Q2 2026, selling an estimated $12.7K and leaving 53,698 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #152.

Keudell/Morrison Wealth Management first reported a position in PCT in Q4 2024 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 53,698 shares of PureCycle Technologies worth $435K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 1,418 PureCycle Technologies shares in Q2 2026, an estimated $12.7K.
  • PureCycle Technologies made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Keudell/Morrison Wealth Management first reported a position in PureCycle Technologies in Q4 2024 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.