Wealth Enhancement Advisory Services’s PTC PTC Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$1.92M	Buy	11,785 +4,306	+58%	+$591K	﹤0.01%	1702
2026 Q2	$933K	Buy	7,479 +1,232	+20%	+$166K	﹤0.01%	2125
2026 Q1	$891K	Buy	6,247 +166	+3%	+$26.2K	﹤0.01%	1880
2025 Q4	$1.06M	Buy	6,081 +1,406	+30%	+$261K	﹤0.01%	1921
2025 Q3	$946K	Buy	4,675 +303	+7%	+$61.8K	﹤0.01%	1906
2025 Q2	$769K	Buy	4,372 +918	+27%	+$148K	﹤0.01%	1907
2025 Q1	$535K	Sell	3,454 -1,090	-24%	-$187K	﹤0.01%	2015
2024 Q4	$836K	Sell	4,544 -479	-10%	-$90.8K	﹤0.01%	1642
2024 Q3	$907K	Hold	5,023	–	–	﹤0.01%	1462
2024 Q2	$913K	Sell	5,023 -635	-11%	-$114K	﹤0.01%	1323
2024 Q1	$1.07M	Buy	5,658 +2,144	+61%	+$386K	﹤0.01%	1214
2023 Q4	$615K	Sell	3,514 -898	-20%	-$138K	﹤0.01%	1393
2023 Q3	$625K	Buy	+4,412	New	+$631K	﹤0.01%	1303
2019 Q1	–	Sell	-11,204	Closed	-$982K	–	209
2018 Q4	$982K	Buy	+11,204	New	+$984K	0.06%	122
2018 Q2	–	Sell	-12,603	Closed	-$1.03M	–	190
2018 Q1	$1.03M	Buy	+12,603	New	+$919K	0.07%	101

Other funds holding PTC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PTC (PTC) stake by 58% in Q3 2026, buying an estimated $591K and bringing the position to 11,785 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Wealth Enhancement Advisory Services first reported a position in PTC in Q1 2018 and has held it in 15 quarters since. 341 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

Wealth Enhancement Advisory Services held 11,785 shares of PTC worth $1.92M as of Q3 2026.
Wealth Enhancement Advisory Services bought 4,306 PTC shares in Q3 2026, an estimated $591K.
PTC made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1702 holding.
Wealth Enhancement Advisory Services first reported a position in PTC in Q1 2018 and has held it in 15 quarters since.
341 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.