Kovitz Investment Group Partners
PTC icon

Kovitz Investment Group Partners’s PTC PTC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,007
Closed -$407K – 1107
2025
Q3 		$407K Buy
2,007
+547
+37% +$112K ﹤0.01% 1104
2025
Q2 		$252K Sell
1,460
-373
-20% -$60.1K ﹤0.01% 1197
2025
Q1 		$284K Sell
1,833
-85
-4% -$14.6K ﹤0.01% 1073
2024
Q4 		$353K Buy
+1,918
New +$364K ﹤0.01% 999

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kovitz Investment Group Partners's PTC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PTC (PTC) in Q4 2025, closing a stake of 2,007 shares — an estimated $407K sold.

Kovitz Investment Group Partners first reported a position in PTC in Q4 2024 and held it in 4 quarters. The position peaked at $407K in Q3 2025. 723 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,007 PTC shares in Q4 2025, an estimated $407K.
  • Kovitz Investment Group Partners first reported a position in PTC in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's PTC position peaked at $407K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.