OneDigital Investment Advisors’s PureCycle Technologies PCT Stock Holding History

OneDigital Investment Advisors’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$788K	Buy	151,776 +14,397	+10%	+$120K	0.01%	771
2025 Q4	$1.18M	Buy	137,379 +41,605	+43%	+$442K	0.01%	618
2025 Q3	$1.26M	Sell	95,774 -26,156	-21%	-$363K	0.01%	578
2025 Q2	$1.67M	Buy	121,930 +36,493	+43%	+$323K	0.02%	481
2025 Q1	$591K	Buy	85,437 +334	+0.4%	+$3K	0.01%	799
2024 Q4	$872K	Sell	85,103 -5,784	-6%	-$67.1K	0.01%	680
2024 Q3	$863K	Sell	90,887 -2,572	-3%	-$17.2K	0.01%	706
2024 Q2	$553K	Buy	+93,459	New	+$508K	0.01%	860

Other funds holding PCT

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Shay Capital New York $704M AUM 37.47% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return