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Ptc shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Ptc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ptc by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 1.4k 203.02
2025-06-30 $246k 1.4k 172.31

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View all positions for Sax Wealth Advisors

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
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View all funds holding Ptc