PPWP
PTC icon

Premier Path Wealth Partners’s PTC PTC Stock Holding History

Premier Path Wealth Partners’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 		$278K Buy
+1,948
New +$308K 0.04% 358

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Premier Path Wealth Partners's PTC Position: Q1 2026 in Review

Premier Path Wealth Partners opened a new position in PTC (PTC) in Q1 2026: 1,948 shares worth $278K. The stake represents 0.04% of the portfolio and ranks #358 among its holdings.

692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Premier Path Wealth Partners held 1,948 shares of PTC worth $278K as of Q1 2026.
  • PTC was a new Premier Path Wealth Partners position in Q1 2026.
  • PTC made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #358 holding.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.