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Marks Group Wealth Management’s PTC PTC Stock Holding History

Marks Group 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
2026
Q2 		$1.48M Buy
13,003
+1,195
+10% +$161K 0.13% 167
2026
Q1 		$1.68M Buy
11,808
+2,640
+29% +$417K 0.16% 150
2025
Q4 		$1.6M Buy
+9,168
New +$1.7M 0.15% 145

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 $3.37T AUM 44.26% 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

Marks Group Wealth Management's PTC Position: Q2 2026 in Review

Marks Group Wealth Management increased its PTC (PTC) stake by 10% in Q2 2026, buying an estimated $161K and bringing the position to 13,003 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #167.

Marks Group Wealth Management first reported a position in PTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2026. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Marks Group Wealth Management held 13,003 shares of PTC worth $1.48M as of Q2 2026.
  • Marks Group Wealth Management bought 1,195 PTC shares in Q2 2026, an estimated $161K.
  • PTC made up 0.13% of Marks Group Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Marks Group Wealth Management first reported a position in PTC in Q4 2025 and has held it in 3 quarters since.
  • Marks Group Wealth Management's PTC position peaked at $1.68M in Q1 2026.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.