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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PTC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its PTC (PTC) stake by 14% in Q3 2025, buying an estimated $39.6K and bringing the position to 1,552 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #738.

Laird Norton Wetherby Wealth Management first reported a position in PTC in Q4 2022 and has held it in 11 quarters since. 732 funds tracked by Wall St. Rank hold PTC as of Q3 2025.

Laird Norton Wetherby Wealth Management held 1,552 shares of PTC worth $315K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 194 PTC shares in Q3 2025, an estimated $39.6K.
PTC made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #738 holding.
Laird Norton Wetherby Wealth Management first reported a position in PTC in Q4 2022 and has held it in 11 quarters since.
732 funds tracked by Wall St. Rank held PTC as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.