Tortoise Investment Management’s PTC PTC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-22	Closed	-$4.47K	–	1143
2025 Q3	$4.47K	Buy	22 +3	+16%	+$612	﹤0.01%	719
2025 Q2	$3.27K	Buy	19 +4	+27%	+$645	﹤0.01%	708
2025 Q1	$2.32K	Hold	15	–	–	﹤0.01%	694
2024 Q4	$2.76K	Sell	15 -15	-50%	-$2.84K	﹤0.01%	737
2024 Q3	$5.42K	Buy	30 +15	+100%	+$2.64K	﹤0.01%	683
2024 Q2	$2.73K	Hold	15	–	–	﹤0.01%	741
2024 Q1	$2.83K	Hold	15	–	–	﹤0.01%	730
2023 Q4	$2.62K	Sell	15 -1	-6%	-$153	﹤0.01%	679
2023 Q3	$2.27K	Buy	16 +1	+7%	+$143	﹤0.01%	684
2023 Q2	$2.13K	Hold	15	–	–	﹤0.01%	694
2023 Q1	$1.92K	Hold	15	–	–	﹤0.01%	696
2022 Q4	$1.8K	Buy	+15	New	+$1.79K	﹤0.01%	703

Other funds holding PTC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tortoise Investment Management's PTC Position: Q4 2025 in Review

Tortoise Investment Management sold out of PTC (PTC) in Q4 2025, closing a stake of 22 shares — an estimated $4.47K sold.

Tortoise Investment Management first reported a position in PTC in Q4 2022 and held it in 12 quarters. The position peaked at $5.42K in Q3 2024. 723 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

Tortoise Investment Management reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 22 PTC shares in Q4 2025, an estimated $4.47K.
Tortoise Investment Management first reported a position in PTC in Q4 2022 and held it in 12 quarters.
Tortoise Investment Management's PTC position peaked at $5.42K in Q3 2024.
723 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.