Westfuller Advisors’s PTC PTC Stock Holding History

Westfuller Advisors’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	-29	Closed	-$4.13K	–	798
2026 Q1	$4.13K	Sell	29 -47	-62%	-$7.43K	﹤0.01%	560
2025 Q4	$13.2K	Buy	76 +40	+111%	+$7.43K	0.01%	428
2025 Q3	$7.31K	Buy	+36	New	+$7.34K	﹤0.01%	495

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

Westfuller Advisors's PTC Position: Q2 2026 in Review

Westfuller Advisors sold out of PTC (PTC) in Q2 2026, closing a stake of 29 shares — an estimated $4.13K sold.

Westfuller Advisors first reported a position in PTC in Q3 2025 and held it in 3 quarters. The position peaked at $13.2K in Q4 2025. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Westfuller Advisors reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
Westfuller Advisors sold 29 PTC shares in Q2 2026, an estimated $4.13K.
Westfuller Advisors first reported a position in PTC in Q3 2025 and held it in 3 quarters.
Westfuller Advisors's PTC position peaked at $13.2K in Q4 2025.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.