Koa Wealth Management’s PureCycle Technologies PCT Stock Holding History

Koa 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	$128K	Buy	15,725 +1,900	+14%	+$17K	0.09%	52
2026 Q1	$71.8K	Buy	13,825 +3,525	+34%	+$29.4K	0.05%	55
2025 Q4	$88.5K	Buy	+10,300	New	+$109K	0.06%	57
2024 Q3	–	Sell	-16,100	Closed	-$95.3K	–	51
2024 Q2	$95.3K	Buy	16,100 +600	+4%	+$3.26K	0.08%	49
2024 Q1	$96.4K	Buy	15,500 +820	+6%	+$3.82K	0.09%	48
2023 Q4	$59.5K	Buy	+14,680	New	+$64.5K	0.06%	49

Other funds holding PCT

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWWM

Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Koa Wealth Management's PCT Position: Q2 2026 in Review

Koa Wealth Management increased its PureCycle Technologies (PCT) stake by 14% in Q2 2026, buying an estimated $17K and bringing the position to 15,725 shares worth $128K. The position accounts for 0.09% of the portfolio, ranked #52.

Koa Wealth Management first reported a position in PCT in Q4 2023 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

Koa Wealth Management held 15,725 shares of PureCycle Technologies worth $128K as of Q2 2026.
Koa Wealth Management bought 1,900 PureCycle Technologies shares in Q2 2026, an estimated $17K.
PureCycle Technologies made up 0.09% of Koa Wealth Management's portfolio in Q2 2026, its #52 holding.
Koa Wealth Management first reported a position in PureCycle Technologies in Q4 2023 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.