United Financial Planning Group’s PTC PTC Stock Holding History

United Financial Planning Group’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	–	Sell	-1	Closed	-$174	–	580
2025 Q4	$174	Buy	+1	New	+$186	﹤0.01%	477

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's PTC Position: Q1 2026 in Review

United Financial Planning Group sold out of PTC (PTC) in Q1 2026, closing a stake of 1 share — an estimated $174 sold.

United Financial Planning Group first reported a position in PTC in Q4 2025 and held it in 1 quarter. The position peaked at $174 in Q4 2025. 698 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

United Financial Planning Group reported no remaining PTC position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 1 PTC share in Q1 2026, an estimated $174.
United Financial Planning Group first reported a position in PTC in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's PTC position peaked at $174 in Q4 2025.
698 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.