Position in PTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,725,508
-$391,465 QoQ
Shares Held
15,188
+2.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#254
of 677 holders
Holding Since
Dec 2025
3 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, 2026Argo Wealth Advisory, LLC holds $3,946,644 across 2 Software - Application names. PTC ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
9,918 | $2,221,136 | |
| 2 | PTC |
Ptc Inc.
This page
|
15,188 | $1,725,508 |
All Filings in PTC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,725,508 | 15,188 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,116,973 | 14,857 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,475,524 | 14,210 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||