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Timothy G. Youngquist 2020 Irrevocable Trust’s PTC PTC Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-7,200
Closed -$1.03M – 395
2026
Q1 		$1.03M Buy
+7,200
New +$1.14M 0.44% 65

Other funds holding PTC

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's PTC Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of PTC (PTC) in Q2 2026, closing a stake of 7,200 shares — an estimated $1.03M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PTC in Q1 2026 and held it in 1 quarter. The position peaked at $1.03M in Q1 2026. 326 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 7,200 PTC shares in Q2 2026, an estimated $1.03M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PTC in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's PTC position peaked at $1.03M in Q1 2026.
  • 326 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.