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 Q2	–	Sell	-9	Closed	-$1.28K	–	2429
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 $153B AUM 38.14% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jupiter Topco New York $245B AUM

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Physician Wealth Advisors's PTC Position: Q2 2026 in Review

Physician Wealth Advisors sold out of PTC (PTC) in Q2 2026, closing a stake of 9 shares — an estimated $1.28K sold.

Physician Wealth Advisors first reported a position in PTC in Q1 2025 and held it in 3 quarters. The position peaked at $1.28K in Q1 2026. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Physician Wealth Advisors reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 9 PTC shares in Q2 2026, an estimated $1.28K.
Physician Wealth Advisors first reported a position in PTC in Q1 2025 and held it in 3 quarters.
Physician Wealth Advisors's PTC position peaked at $1.28K in Q1 2026.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.