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Ptc shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Ptc (PTC) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Ptc

Tip: Access up to 7 years of quarterly data

All positions including Ptc held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ptc by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 1.3k 203.02
2025-06-30 $226k 1.3k 172.34

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding Ptc

T. Rowe Price Investment Management
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Henderson Group
Pictet Asset Management Holding SA
Wellington Management Company
Eagle Capital Management
Lombard Odier Asset Management
40 North Industries
Lazard Asset Management
Northern Trust
Invesco
Select Equity

View all funds holding Ptc