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Legacy Capital Wealth Partners’s PTC PTC Stock Holding History

Legacy Capital Wealth 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
-1,130
Closed -$229K – 395
2025
Q3 		$229K Buy
+1,130
New +$230K 0.05% 347
2024
Q4 		– Sell
-1,669
Closed -$302K – 385
2024
Q3 		$302K Buy
+1,669
New +$293K 0.06% 273

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Legacy Capital Wealth Partners's PTC Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of PTC (PTC) in Q4 2025, closing a stake of 1,130 shares — an estimated $229K sold.

Legacy Capital Wealth Partners first reported a position in PTC in Q3 2024 and held it in 2 quarters. The position peaked at $302K in Q3 2024. 723 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

  • Legacy Capital Wealth Partners reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,130 PTC shares in Q4 2025, an estimated $229K.
  • Legacy Capital Wealth Partners first reported a position in PTC in Q3 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's PTC position peaked at $302K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.