PJC
PTC icon

Phillip James Consulting’s PTC PTC Stock Holding History

Phillip James Consulting’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 		$1.7K Buy
+15
New +$2.02K ﹤0.01% 227
2026
Q1 		– Sell
-15
Closed -$2K – 379
2025
Q4 		$2K Buy
+15
New +$2.79K 0.04% 85

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phillip James Consulting's PTC Position: Q2 2026 in Review

Phillip James Consulting opened a new position in PTC (PTC) in Q2 2026: 15 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Phillip James Consulting previously reported a position in PTC as recently as Q4 2025.

Phillip James Consulting first reported a position in PTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $2K in Q4 2025. 682 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Phillip James Consulting held 15 shares of PTC worth $1.7K as of Q2 2026.
  • PTC was a new Phillip James Consulting position in Q2 2026.
  • PTC made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #227 holding.
  • Phillip James Consulting first reported a position in PTC in Q4 2025 and has held it in 2 quarters since.
  • Phillip James Consulting's PTC position peaked at $2K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.