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Rise Advisors’s PTC PTC Stock Holding History

Rise Advisors’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 		– Sell
-30
Closed -$6.09K – 1111
2025
Q3 		$6.09K Buy
30
+2
+7% +$408 ﹤0.01% 1125
2025
Q2 		$4.83K Buy
28
+21
+300% +$3.38K ﹤0.01% 1160
2025
Q1 		$1.08K Sell
7
-55
-89% -$9.46K ﹤0.01% 1235
2024
Q4 		$11.4K Hold
62
– – 0.01% 944
2024
Q3 		$11.2K Hold
62
– – 0.01% 983
2024
Q2 		$11.3K Hold
62
– – 0.01% 969
2024
Q1 		$11.7K Buy
+62
New +$11.2K 0.01% 1010
2023
Q3 		– Sell
-108
Closed -$15.4K – 688
2023
Q2 		$15.4K Hold
108
– – 0.01% 275
2023
Q1 		$13.8K Hold
108
– – 0.01% 310
2022
Q4 		$13K Hold
108
– – 0.01% 311
2022
Q3 		$11K Hold
108
– – 0.01% 327
2022
Q2 		$11K Buy
+108
New +$11.7K 0.01% 336

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rise Advisors's PTC Position: Q4 2025 in Review

Rise Advisors sold out of PTC (PTC) in Q4 2025, closing a stake of 30 shares — an estimated $6.09K sold.

Rise Advisors first reported a position in PTC in Q2 2022 and held it in 12 quarters. The position peaked at $15.4K in Q2 2023. 720 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

  • Rise Advisors reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 30 PTC shares in Q4 2025, an estimated $6.09K.
  • Rise Advisors first reported a position in PTC in Q2 2022 and held it in 12 quarters.
  • Rise Advisors's PTC position peaked at $15.4K in Q2 2023.
  • 720 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.