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YHB Investment Advisors’s PTC PTC Stock Holding History

YHB 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
Q1 		– Sell
-1,806
Closed -$315K – 307
2025
Q4 		$315K Sell
1,806
-148
-8% -$27.5K 0.02% 253
2025
Q3 		$397K Hold
1,954
– – 0.03% 229
2025
Q2 		$337K Buy
1,954
+410
+27% +$66.1K 0.03% 238
2025
Q1 		$239K Buy
+1,544
New +$266K 0.02% 263

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 $6.73T AUM 46.02% 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 $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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

YHB Investment Advisors's PTC Position: Q1 2026 in Review

YHB Investment Advisors sold out of PTC (PTC) in Q1 2026, closing a stake of 1,806 shares — an estimated $315K sold.

YHB Investment Advisors first reported a position in PTC in Q1 2025 and held it in 4 quarters. The position peaked at $397K in Q3 2025. 696 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • YHB Investment Advisors reported no remaining PTC position as of Q1 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 1,806 PTC shares in Q1 2026, an estimated $315K.
  • YHB Investment Advisors first reported a position in PTC in Q1 2025 and held it in 4 quarters.
  • YHB Investment Advisors's PTC position peaked at $397K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on YHB Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.