PWMG
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Prestige Wealth Management Group’s PTC PTC Stock Holding History

Prestige Wealth Management Group’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 – 1133
2026
Q1 		$1.28K Hold
9
– – ﹤0.01% 820
2025
Q4 		$1.57K Sell
9
-4
-31% -$743 ﹤0.01% 804
2025
Q3 		$2.64K Buy
13
+2
+18% +$408 ﹤0.01% 675
2025
Q2 		$1.9K Buy
11
+8
+267% +$1.29K ﹤0.01% 747
2025
Q1 		$465 Hold
3
– – ﹤0.01% 940
2024
Q4 		$552 Hold
3
– – ﹤0.01% 957
2024
Q3 		$542 Hold
3
– – ﹤0.01% 953
2024
Q2 		$546 Sell
3
-28
-90% -$5.01K ﹤0.01% 910
2024
Q1 		$5.86K Sell
31
-51
-62% -$9.19K ﹤0.01% 534
2023
Q4 		$14.3K Buy
82
+70
+583% +$10.7K ﹤0.01% 380
2023
Q3 		$1.7K Hold
12
– – ﹤0.01% 768
2023
Q2 		$1.71K Buy
+12
New +$1.59K ﹤0.01% 795
2022
Q1 		– Sell
-3
Closed – – 1034
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1046
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1039
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1021
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1020
2020
Q4 		$0 Buy
+3
New +$298 ﹤0.01% 1012
2019
Q1 		– Sell
-27
Closed -$2K – 970
2018
Q4 		$2K Buy
+27
New +$2.37K ﹤0.01% 857

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

Prestige Wealth Management Group's PTC Position: Q2 2026 in Review

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

Prestige Wealth Management Group first reported a position in PTC in Q4 2018 and held it in 18 quarters. The position peaked at $14.3K in Q4 2023. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 9 PTC shares in Q2 2026, an estimated $1.28K.
  • Prestige Wealth Management Group first reported a position in PTC in Q4 2018 and held it in 18 quarters.
  • Prestige Wealth Management Group's PTC position peaked at $14.3K in Q4 2023.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.