Scarborough Advisors’s PTC PTC Stock Holding History

Scarborough 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
2026 Q2	–	Sell	-61	Closed	-$8.69K	–	543
2026 Q1	$8.69K	Buy	61 +8	+15%	+$1.26K	﹤0.01%	459
2025 Q4	$9.23K	Sell	53 -8	-13%	-$1.49K	﹤0.01%	270
2025 Q3	$12.4K	Buy	+61	New	+$12.4K	﹤0.01%	240

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Scarborough Advisors's PTC Position: Q2 2026 in Review

Scarborough Advisors sold out of PTC (PTC) in Q2 2026, closing a stake of 61 shares — an estimated $8.69K sold.

Scarborough Advisors first reported a position in PTC in Q3 2025 and held it in 3 quarters. The position peaked at $12.4K in Q3 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Scarborough Advisors reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 61 PTC shares in Q2 2026, an estimated $8.69K.
Scarborough Advisors first reported a position in PTC in Q3 2025 and held it in 3 quarters.
Scarborough Advisors's PTC position peaked at $12.4K in Q3 2025.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.