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

Private 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 		$13.7K Buy
121
+98
+426% +$13.2K ﹤0.01% 492
2026
Q1 		$3.28K Sell
23
-1
-4% -$158 ﹤0.01% 915
2025
Q4 		$4.18K Buy
24
+1
+4% +$186 ﹤0.01% 844
2025
Q3 		$4.67K Hold
23
– – ﹤0.01% 814
2025
Q2 		$3.96K Sell
23
-44
-66% -$7.09K ﹤0.01% 849
2025
Q1 		$10.4K Buy
67
+16
+31% +$2.75K ﹤0.01% 455
2024
Q4 		$9.38K Buy
51
+1
+2% +$190 ﹤0.01% 495
2024
Q3 		$9.03K Buy
50
+1
+2% +$176 ﹤0.01% 486
2024
Q2 		$8.9K Buy
49
+16
+48% +$2.86K ﹤0.01% 476
2024
Q1 		$6.24K Hold
33
– – ﹤0.01% 554
2023
Q4 		$5.77K Buy
+33
New +$5.06K ﹤0.01% 576

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

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

Private Wealth Management Group increased its PTC (PTC) stake by 426% in Q2 2026, buying an estimated $13.2K and bringing the position to 121 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Private Wealth Management Group first reported a position in PTC in Q4 2023 and has held it in 11 quarters since. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Private Wealth Management Group held 121 shares of PTC worth $13.7K as of Q2 2026.
  • Private Wealth Management Group bought 98 PTC shares in Q2 2026, an estimated $13.2K.
  • PTC made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #492 holding.
  • Private Wealth Management Group first reported a position in PTC in Q4 2023 and has held it in 11 quarters since.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.