Avion Wealth’s ProKidney PROK Stock Holding History

Avion Wealth’s Portfolio PROK Stock Details PROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-365	Closed	–	–	1515
2025 Q1	$0	Buy	+365	New	+$507	﹤0.01%	1294
2024 Q4	–	Sell	-365	Closed	–	–	1227
2024 Q3	$0	Hold	365	–	–	﹤0.01%	1267
2024 Q2	$0	Hold	365	–	–	﹤0.01%	1187
2024 Q1	$1K	Buy	+365	New	+$536	﹤0.01%	1040

Other funds holding PROK

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avion Wealth's PROK Position: Q2 2025 in Review

Avion Wealth sold out of ProKidney (PROK) in Q2 2025, closing a stake of 365 shares.

Avion Wealth first reported a position in PROK in Q1 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2024. 56 funds tracked by Wall St. Rank hold PROK as of Q2 2025.

Avion Wealth reported no remaining ProKidney position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 365 ProKidney shares in Q2 2025.
Avion Wealth first reported a position in ProKidney in Q1 2024 and held it in 4 quarters.
Avion Wealth's ProKidney position peaked at $1K in Q1 2024.
56 funds tracked by Wall St. Rank held ProKidney as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.