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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
Q2 		$683K Buy
6,014
+258
+4% +$34.8K 0.63% 49
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 $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 $3.38T AUM 44.17% 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

Unified Investment Management's PTC Position: Q2 2026 in Review

Unified Investment Management increased its PTC (PTC) stake by 4.5% in Q2 2026, buying an estimated $34.8K and bringing the position to 6,014 shares worth $683K. The position accounts for 0.63% of the portfolio, ranked #49.

Unified Investment Management first reported a position in PTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $843K in Q3 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Unified Investment Management held 6,014 shares of PTC worth $683K as of Q2 2026.
  • Unified Investment Management bought 258 PTC shares in Q2 2026, an estimated $34.8K.
  • PTC made up 0.63% of Unified Investment Management's portfolio in Q2 2026, its #49 holding.
  • Unified Investment Management first reported a position in PTC in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's PTC position peaked at $843K in Q3 2025.
  • 685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.