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Mosley Wealth Management’s PTC PTC Stock Holding History

Mosley 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 		$1.14K Buy
+10
New +$1.35K ﹤0.01% 554

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

Mosley Wealth Management's PTC Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in PTC (PTC) in Q2 2026: 10 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings.

326 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Mosley Wealth Management held 10 shares of PTC worth $1.14K as of Q2 2026.
  • PTC was a new Mosley Wealth Management position in Q2 2026.
  • PTC made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #554 holding.
  • 326 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.