LNWWM
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Laird Norton Wetherby Wealth Management’s PTC PTC Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$315K Buy
1,552
+194
+14% +$39.6K 0.01% 738
2025
Q2 		$234K Buy
+1,358
New +$219K 0.01% 816
2024
Q4 		$242K Sell
1,315
-343
-21% -$65K 0.01% 772
2024
Q3 		$300K Sell
1,658
-9
-0.5% -$1.58K 0.01% 733
2024
Q2 		$303K Buy
1,667
+2
+0.1% +$358 0.01% 709
2024
Q1 		$315K Sell
1,665
-12
-0.7% -$2.16K 0.02% 728
2023
Q4 		$293K Sell
1,677
-23
-1% -$3.53K 0.02% 732
2023
Q3 		$241K Hold
1,700
– – 0.01% 753
2023
Q2 		$242K Sell
1,700
-14
-0.8% -$1.85K 0.01% 784
2023
Q1 		$220K Sell
1,714
-117
-6% -$14.9K 0.01% 794
2022
Q4 		$220K Buy
+1,831
New +$219K 0.01% 776

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return