Position in PTC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$261,643
-$83,752 QoQ
Shares Held
2,303
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#457
of 677 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gratus Wealth Advisors, LLC holds $590,764 across 2 Software - Application names. PTC ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
1,261 | $329,121 | |
| 2 | PTC |
Ptc Inc.
This page
|
2,303 | $261,643 |
All Filings in PTC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,643 | 2,303 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $345,395 | 2,424 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $451,378 | 2,591 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $568,862 | 2,802 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $482,896 | 2,802 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $434,169 | 2,802 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $546,093 | 2,970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $536,560 | 2,970 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $539,559 | 2,970 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $593,460 | 3,141 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $549,549 | 3,141 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||