Aries Wealth Management

Position in PTC — Ptc Inc.

CIK 1729515 PORTLAND, ME

Position in PTC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$500,338

-$125,905 QoQ

Shares Held

4,404

+0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#371

of 677 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Aries Wealth Management holds $4,963,414 across 6 Software - Application names. PTC ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,057	$1,580,415
2	UBER	Uber Technologies, Inc	16,231	$1,171,228
3	NOW	ServiceNow, Inc.	9,768	$969,767
4	CRM	Salesforce, Inc.	3,394	$531,704
5	PTC	Ptc Inc. This page	4,404	$500,338
6	SNOW	Snowflake Inc.	825	$209,962

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$500,338	4,404	+0.2%	Shares	Sole	2026-07-24
2026-03-31	$626,243	4,395	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.