SWM
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SHP Wealth Management’s PTC PTC Stock Holding History

SHP 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
Q1 		$13.7K Buy
95
+13
+16% +$2.05K ﹤0.01% 822
2025
Q4 		$14.5K Buy
+82
New +$15.2K ﹤0.01% 747

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's PTC Position: Q1 2026 in Review

SHP Wealth Management increased its PTC (PTC) stake by 16% in Q1 2026, buying an estimated $2.05K and bringing the position to 95 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

SHP Wealth Management first reported a position in PTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.5K in Q4 2025. 696 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • SHP Wealth Management held 95 shares of PTC worth $13.7K as of Q1 2026.
  • SHP Wealth Management bought 13 PTC shares in Q1 2026, an estimated $2.05K.
  • PTC made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #822 holding.
  • SHP Wealth Management first reported a position in PTC in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's PTC position peaked at $14.5K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.