TPCW
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TD Private Client Wealth’s PTC PTC Stock Holding History

TD Private Client Wealth’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 		$17.2K Sell
121
-66
-35% -$10.4K ﹤0.01% 1028
2025
Q4 		$32.6K Buy
187
+46
+33% +$8.55K ﹤0.01% 953
2025
Q3 		$28.6K Buy
141
+25
+22% +$5.1K ﹤0.01% 940
2025
Q2 		$20K Sell
116
-32
-22% -$5.16K ﹤0.01% 985
2025
Q1 		$22.9K Buy
148
+35
+31% +$6.02K ﹤0.01% 927
2024
Q4 		$20.8K Sell
113
-10
-8% -$1.9K ﹤0.01% 973
2024
Q3 		$22.2K Buy
123
+4
+3% +$703 ﹤0.01% 956
2024
Q2 		$21.6K Buy
119
+7
+6% +$1.25K ﹤0.01% 940
2024
Q1 		$21.2K Hold
112
– – ﹤0.01% 944
2023
Q4 		$19.6K Sell
112
-10
-8% -$1.53K ﹤0.01% 955
2023
Q3 		$17.3K Buy
122
+94
+336% +$13.4K ﹤0.01% 958
2023
Q2 		$3.98K Sell
28
-6
-18% -$795 ﹤0.01% 1138
2023
Q1 		$4.36K Hold
34
– – ﹤0.01% 1112
2022
Q4 		$4.08K Buy
34
+7
+26% +$837 ﹤0.01% 1090
2022
Q3 		$2.82K Hold
27
– – ﹤0.01% 1092
2022
Q2 		$2.87K Hold
27
– – ﹤0.01% 1108
2022
Q1 		$2.91K Sell
27
-13
-33% -$1.46K ﹤0.01% 1134
2021
Q4 		$4.85K Buy
40
+21
+111% +$2.53K ﹤0.01% 955
2021
Q3 		$2.28K Hold
19
– – ﹤0.01% 1023
2021
Q2 		$2.68K Buy
19
+7
+58% +$957 ﹤0.01% 1013
2021
Q1 		$1.65K Hold
12
– – ﹤0.01% 1015
2020
Q4 		$1.44K Sell
12
-8
-40% -$796 ﹤0.01% 981
2020
Q3 		$1.65K Sell
20
-370
-95% -$31.5K ﹤0.01% 931
2020
Q2 		$30.3K Sell
390
-156
-29% -$11.1K ﹤0.01% 674
2020
Q1 		$33.4K Sell
546
-183
-25% -$13.6K ﹤0.01% 634
2019
Q4 		$54.6K Buy
+729
New +$51.9K ﹤0.01% 594

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 $5.72T AUM 30.48% 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 $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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

TD Private Client Wealth's PTC Position: Q1 2026 in Review

TD Private Client Wealth reduced its PTC (PTC) stake by 35% in Q1 2026, selling an estimated $10.4K and leaving 121 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

TD Private Client Wealth first reported a position in PTC in Q4 2019 and has held it in 26 quarters since. The position peaked at $54.6K in Q4 2019. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • TD Private Client Wealth held 121 shares of PTC worth $17.2K as of Q1 2026.
  • TD Private Client Wealth sold 66 PTC shares in Q1 2026, an estimated $10.4K.
  • PTC made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1028 holding.
  • TD Private Client Wealth first reported a position in PTC in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's PTC position peaked at $54.6K in Q4 2019.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.