TCM
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Triumph Capital Management’s PTC PTC Stock Holding History

Triumph Capital 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
Q2 		$682 Sell
6
-19
-76% -$2.56K ﹤0.01% 1700
2026
Q1 		$3.56K Buy
25
+23
+1,150% +$3.63K ﹤0.01% 1412
2025
Q4 		$348 Buy
+2
New +$372 ﹤0.01% 1687

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Triumph Capital Management's PTC Position: Q2 2026 in Review

Triumph Capital Management reduced its PTC (PTC) stake by 76% in Q2 2026, selling an estimated $2.56K and leaving 6 shares worth $682. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Triumph Capital Management first reported a position in PTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.56K in Q1 2026. 684 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Triumph Capital Management held 6 shares of PTC worth $682 as of Q2 2026.
  • Triumph Capital Management sold 19 PTC shares in Q2 2026, an estimated $2.56K.
  • PTC made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1700 holding.
  • Triumph Capital Management first reported a position in PTC in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's PTC position peaked at $3.56K in Q1 2026.
  • 684 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.