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Lloyd Advisory Services’s PTC PTC Stock Holding History

Lloyd Advisory Services’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
2026
Q2 		$6.82K Buy
+60
New +$8.1K ﹤0.01% 404
2023
Q4 		– Sell
-1,983
Closed -$281K – 287
2023
Q3 		$281K Buy
+1,983
New +$284K 0.09% 193

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lloyd Advisory Services's PTC Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in PTC (PTC) in Q2 2026: 60 shares worth $6.82K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PTC as recently as Q3 2023.

Lloyd Advisory Services first reported a position in PTC in Q3 2023 and has held it in 2 quarters since. The position peaked at $281K in Q3 2023. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Lloyd Advisory Services held 60 shares of PTC worth $6.82K as of Q2 2026.
  • PTC was a new Lloyd Advisory Services position in Q2 2026.
  • PTC made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #404 holding.
  • Lloyd Advisory Services first reported a position in PTC in Q3 2023 and has held it in 2 quarters since.
  • Lloyd Advisory Services's PTC position peaked at $281K in Q3 2023.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.