Physician Wealth Advisors’s PTC PTC Stock Holding History

Physician Wealth Advisors’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 Q1	$1.28K	Buy	9 +6	+200%	+$948	﹤0.01%	1548
2025 Q4	$523	Buy	+3	New	+$557	﹤0.01%	1863
2025 Q2	–	Sell	-4	Closed	-$620	–	1939
2025 Q1	$620	Buy	+4	New	+$688	﹤0.01%	1333

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Physician Wealth Advisors's PTC Position: Q1 2026 in Review

Physician Wealth Advisors increased its PTC (PTC) stake by 200% in Q1 2026, buying an estimated $948 and bringing the position to 9 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Physician Wealth Advisors first reported a position in PTC in Q1 2025 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

Physician Wealth Advisors held 9 shares of PTC worth $1.28K as of Q1 2026.
Physician Wealth Advisors bought 6 PTC shares in Q1 2026, an estimated $948.
PTC made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1548 holding.
Physician Wealth Advisors first reported a position in PTC in Q1 2025 and has held it in 3 quarters since.
692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.