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Rialto Wealth Management’s PTC PTC Stock Holding History

Rialto Wealth Management’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 		$909 Sell
8
-9
-53% -$1.22K ﹤0.01% 1418
2026
Q1 		$2.42K Buy
17
+9
+113% +$1.42K ﹤0.01% 799
2025
Q4 		$1.39K Buy
8
+2
+33% +$372 ﹤0.01% 886
2025
Q3 		$1.22K Hold
6
– – ﹤0.01% 861
2025
Q2 		$1.03K Buy
+6
New +$967 ﹤0.01% 851

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

Rialto Wealth Management's PTC Position: Q2 2026 in Review

Rialto Wealth Management reduced its PTC (PTC) stake by 53% in Q2 2026, selling an estimated $1.22K and leaving 8 shares worth $909. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Rialto Wealth Management first reported a position in PTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.42K in Q1 2026. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Rialto Wealth Management held 8 shares of PTC worth $909 as of Q2 2026.
  • Rialto Wealth Management sold 9 PTC shares in Q2 2026, an estimated $1.22K.
  • PTC made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1418 holding.
  • Rialto Wealth Management first reported a position in PTC in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's PTC position peaked at $2.42K in Q1 2026.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.