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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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marks Group Wealth Management's PTC Position: Q1 2026 in Review

Marks Group Wealth Management increased its PTC (PTC) stake by 29% in Q1 2026, buying an estimated $417K and bringing the position to 11,808 shares worth $1.68M. The position accounts for 0.16% of the portfolio, ranked #150.

Marks Group Wealth Management first reported a position in PTC in Q4 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Marks Group Wealth Management held 11,808 shares of PTC worth $1.68M as of Q1 2026.
  • Marks Group Wealth Management bought 2,640 PTC shares in Q1 2026, an estimated $417K.
  • PTC made up 0.16% of Marks Group Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Marks Group Wealth Management first reported a position in PTC in Q4 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.