PIM
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Plato Investment Management’s PTC PTC Stock Holding History

Plato Investment Management’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 		$137K Hold
1,211
– – 0.01% 417
2026
Q1 		$173K Hold
1,211
– – 0.01% 410
2025
Q4 		$212K Buy
1,211
+18
+2% +$3.35K 0.01% 393
2025
Q3 		$240K Buy
+1,193
New +$243K 0.02% 384

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 $3.38T AUM 44.17% 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

Plato Investment Management's PTC Position: Q2 2026 in Review

Plato Investment Management held its PTC (PTC) position steady in Q2 2026 at 1,211 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #417.

Plato Investment Management first reported a position in PTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $240K in Q3 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Plato Investment Management held 1,211 shares of PTC worth $137K as of Q2 2026.
  • Plato Investment Management left its PTC share count unchanged in Q2 2026.
  • PTC made up 0.01% of Plato Investment Management's portfolio in Q2 2026, its #417 holding.
  • Plato Investment Management first reported a position in PTC in Q3 2025 and has held it in 4 quarters since.
  • Plato Investment Management's PTC position peaked at $240K in Q3 2025.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.