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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
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westfuller Advisors's PTC Position: Q1 2026 in Review

Westfuller Advisors reduced its PTC (PTC) stake by 62% in Q1 2026, selling an estimated $7.43K and leaving 29 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Westfuller Advisors first reported a position in PTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q4 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Westfuller Advisors held 29 shares of PTC worth $4.13K as of Q1 2026.
  • Westfuller Advisors sold 47 PTC shares in Q1 2026, an estimated $7.43K.
  • PTC made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #560 holding.
  • Westfuller Advisors first reported a position in PTC in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's PTC position peaked at $13.2K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.