Petix & Botte Financial’s PTC PTC Stock Holding History

Petix & Botte Financial’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
2025 Q4	–	Sell	-1,000	Closed	-$203K	–	138
2025 Q3	$203K	Buy	+1,000	New	+$204K	0.05%	135

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Petix & Botte Financial's PTC Position: Q4 2025 in Review

Petix & Botte Financial sold out of PTC (PTC) in Q4 2025, closing a stake of 1,000 shares — an estimated $203K sold.

Petix & Botte Financial first reported a position in PTC in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 723 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

Petix & Botte Financial reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
Petix & Botte Financial sold 1,000 PTC shares in Q4 2025, an estimated $203K.
Petix & Botte Financial first reported a position in PTC in Q3 2025 and held it in 1 quarter.
Petix & Botte Financial's PTC position peaked at $203K in Q3 2025.
723 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on Petix & Botte Financial's 13F filing for Q4 2025, filed 5 Feb 2026.