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Twin Peaks Wealth Advisors’s PTC PTC Stock Holding History

Twin Peaks Wealth Advisors’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 		$13.5K Buy
+95
New +$15K ﹤0.01% 904
2025
Q3 		– Sell
-88
Closed -$18K – 1609
2025
Q2 		$18K Buy
+88
New +$14.2K 0.01% 642

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

Twin Peaks Wealth Advisors's PTC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in PTC (PTC) in Q1 2026: 95 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PTC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PTC in Q2 2025 and has held it in 2 quarters since. The position peaked at $18K in Q2 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 95 shares of PTC worth $13.5K as of Q1 2026.
  • PTC was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • PTC made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #904 holding.
  • Twin Peaks Wealth Advisors first reported a position in PTC in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's PTC position peaked at $18K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.