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Principia Wealth Advisory’s PTC PTC Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$2.09K Buy
12
+1
+9% +$186 ﹤0.01% 451
2025
Q3 		$2.23K Buy
11
+4
+57% +$816 ﹤0.01% 416
2025
Q2 		$1.21K Buy
7
+4
+133% +$645 ﹤0.01% 513
2025
Q1 		$448 Sell
3
-4
-57% -$688 ﹤0.01% 603
2024
Q4 		$1.29K Buy
+7
New +$1.33K ﹤0.01% 313

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's PTC Position: Q4 2025 in Review

Principia Wealth Advisory increased its PTC (PTC) stake by 9.1% in Q4 2025, buying an estimated $186 and bringing the position to 12 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Principia Wealth Advisory first reported a position in PTC in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.23K in Q3 2025. 723 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

  • Principia Wealth Advisory held 12 shares of PTC worth $2.09K as of Q4 2025.
  • Principia Wealth Advisory bought 1 PTC share in Q4 2025, an estimated $186.
  • PTC made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #451 holding.
  • Principia Wealth Advisory first reported a position in PTC in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's PTC position peaked at $2.23K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.