Vise Technologies’s PTC PTC Stock Holding History

Vise Technologies’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	–	Sell	-2,131	Closed	-$371K	–	1926
2026 Q1	$371K	Hold	2,131	–	–	0.01%	1042
2025 Q4	$371K	Buy	2,131 +260	+14%	+$48.3K	0.01%	1048
2025 Q3	$380K	Sell	1,871 -82	-4%	-$16.7K	0.01%	796
2025 Q2	$337K	Buy	+1,953	New	+$315K	0.01%	799
2024 Q4	$234K	Buy	+1,274	New	+$242K	0.02%	709

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jupiter Topco New York $245B AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Vise Technologies's PTC Position: Q2 2026 in Review

Vise Technologies sold out of PTC (PTC) in Q2 2026, closing a stake of 2,131 shares — an estimated $371K sold.

Vise Technologies first reported a position in PTC in Q4 2024 and held it in 5 quarters. The position peaked at $380K in Q3 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Vise Technologies reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
Vise Technologies sold 2,131 PTC shares in Q2 2026, an estimated $371K.
Vise Technologies first reported a position in PTC in Q4 2024 and held it in 5 quarters.
Vise Technologies's PTC position peaked at $380K in Q3 2025.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.