Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
+1,951
New +$263K 0.01% 429
2024
Q1
Sell
-15
Closed -$2.62K 665
2023
Q4
$2.62K Buy
+15
New +$2.3K ﹤0.01% 742

Other funds holding PTC

Turtle Creek Wealth Advisors's PTC Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in PTC (PTC) in Q2 2026: 1,951 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in PTC as recently as Q4 2023.

Turtle Creek Wealth Advisors first reported a position in PTC in Q4 2023 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,951 shares of PTC worth $222K as of Q2 2026.
  • PTC was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • PTC made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #429 holding.
  • Turtle Creek Wealth Advisors first reported a position in PTC in Q4 2023 and has held it in 2 quarters since.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.