World Investment Advisors’s PTC PTC Stock Holding History

World Investment 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	-1,936	Closed	-$276K	–	1583
2026 Q1	$276K	Buy	1,936 +527	+37%	+$83.3K	﹤0.01%	1301
2025 Q4	$245K	Buy	+1,409	New	+$262K	﹤0.01%	1283

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 $3.38T AUM 44.17% 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

World Investment Advisors's PTC Position: Q2 2026 in Review

World Investment Advisors sold out of PTC (PTC) in Q2 2026, closing a stake of 1,936 shares — an estimated $276K sold.

World Investment Advisors first reported a position in PTC in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q1 2026. 685 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

World Investment Advisors reported no remaining PTC position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 1,936 PTC shares in Q2 2026, an estimated $276K.
World Investment Advisors first reported a position in PTC in Q4 2025 and held it in 2 quarters.
World Investment Advisors's PTC position peaked at $276K in Q1 2026.
685 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.