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Unified Investment Management’s PTC PTC Stock Holding History

Unified 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
2026
Q1 		$820K Buy
5,756
+1,608
+39% +$254K 0.84% 40
2025
Q4 		$723K Sell
4,148
-2
-0% -$372 0.72% 46
2025
Q3 		$843K Sell
4,150
-251
-6% -$51.2K 0.84% 38
2025
Q2 		$758K Buy
4,401
+721
+20% +$116K 0.81% 41
2025
Q1 		$570K Sell
3,680
-90
-2% -$15.5K 0.67% 53
2024
Q4 		$693K Buy
+3,770
New +$715K 0.79% 42

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

Unified Investment Management's PTC Position: Q1 2026 in Review

Unified Investment Management increased its PTC (PTC) stake by 39% in Q1 2026, buying an estimated $254K and bringing the position to 5,756 shares worth $820K. The position accounts for 0.84% of the portfolio, ranked #40.

Unified Investment Management first reported a position in PTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $843K in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Unified Investment Management held 5,756 shares of PTC worth $820K as of Q1 2026.
  • Unified Investment Management bought 1,608 PTC shares in Q1 2026, an estimated $254K.
  • PTC made up 0.84% of Unified Investment Management's portfolio in Q1 2026, its #40 holding.
  • Unified Investment Management first reported a position in PTC in Q4 2024 and has held it in 6 quarters since.
  • Unified Investment Management's PTC position peaked at $843K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.