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Wealthspire Advisors (New York)’s PTC PTC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-46
Closed -$9.34K – 2414
2025
Q3 		$9.34K Buy
+46
New +$9.38K ﹤0.01% 2052

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s PTC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PTC (PTC) in Q4 2025, closing a stake of 46 shares — an estimated $9.34K sold.

Wealthspire Advisors (New York) first reported a position in PTC in Q3 2025 and held it in 1 quarter. The position peaked at $9.34K in Q3 2025. 722 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 46 PTC shares in Q4 2025, an estimated $9.34K.
  • Wealthspire Advisors (New York) first reported a position in PTC in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PTC position peaked at $9.34K in Q3 2025.
  • 722 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.