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LGT Financial Advisors’s PTC PTC Stock Holding History

LGT Financial Advisors’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 		– Sell
-1
Closed -$172 – 586
2025
Q2 		$172 Buy
+1
New +$161 ﹤0.01% 538
2025
Q1 		– Sell
-88
Closed -$16.2K – 622
2024
Q4 		$16.2K Hold
88
– – 0.04% 352
2024
Q3 		$15.9K Sell
88
-33
-27% -$5.8K 0.04% 326
2024
Q2 		$22K Hold
121
– – 0.05% 282
2024
Q1 		$22.9K Hold
121
– – 0.03% 338
2023
Q4 		$21.2K Hold
121
– – 0.03% 338
2023
Q3 		$17.1K Buy
+121
New +$17.3K 0.02% 376

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 $3.38T AUM 44.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

LGT Financial Advisors's PTC Position: Q3 2025 in Review

LGT Financial Advisors sold out of PTC (PTC) in Q3 2025, closing a stake of 1 share — an estimated $172 sold.

LGT Financial Advisors first reported a position in PTC in Q3 2023 and held it in 7 quarters. The position peaked at $22.9K in Q1 2024. 733 funds tracked by Wall St. Rank hold PTC as of Q3 2025.

  • LGT Financial Advisors reported no remaining PTC position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1 PTC share in Q3 2025, an estimated $172.
  • LGT Financial Advisors first reported a position in PTC in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's PTC position peaked at $22.9K in Q1 2024.
  • 733 funds tracked by Wall St. Rank held PTC as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.