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Retirement Wealth Solutions’s PTC PTC Stock Holding History

Retirement Wealth Solutions’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 		$1.02K Sell
9
-23
-72% -$3.1K ﹤0.01% 642
2026
Q1 		$4.56K Buy
+32
New +$5.06K ﹤0.01% 338

Other funds holding PTC

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Retirement Wealth Solutions's PTC Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its PTC (PTC) stake by 72% in Q2 2026, selling an estimated $3.1K and leaving 9 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Retirement Wealth Solutions first reported a position in PTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.56K in Q1 2026. 71 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Retirement Wealth Solutions held 9 shares of PTC worth $1.02K as of Q2 2026.
  • Retirement Wealth Solutions sold 23 PTC shares in Q2 2026, an estimated $3.1K.
  • PTC made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #642 holding.
  • Retirement Wealth Solutions first reported a position in PTC in Q1 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's PTC position peaked at $4.56K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.