Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$244K Buy
1,719
+372
+28% +$58.8K ﹤0.01% 2121
2025
Q4
$235K Sell
1,347
-36
-3% -$6.69K ﹤0.01% 2056
2025
Q3
$282K Buy
+1,383
New +$282K ﹤0.01% 1788
2025
Q1
Sell
-1,343
Closed -$251K 1797
2024
Q4
$251K Buy
+1,343
New +$255K ﹤0.01% 1425

Other funds holding PTC

&Partners's PTC Position: Q1 2026 in Review

&Partners increased its PTC (PTC) stake by 28% in Q1 2026, buying an estimated $58.8K and bringing the position to 1,719 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

&Partners first reported a position in PTC in Q4 2024 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • &Partners held 1,719 shares of PTC worth $244K as of Q1 2026.
  • &Partners bought 372 PTC shares in Q1 2026, an estimated $58.8K.
  • PTC made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2121 holding.
  • &Partners first reported a position in PTC in Q4 2024 and has held it in 4 quarters since.
  • &Partners's PTC position peaked at $282K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.