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Clearstead Advisors’s Protagonist Therapeutics PTGX Stock Holding History

Clearstead Advisors’s Portfolio PTGX Stock Details PTGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.1K Sell
200
-22
-10% -$1.95K ﹤0.01% 1446
2025
Q4 		$19.4K Buy
222
+22
+11% +$1.8K ﹤0.01% 1722
2025
Q3 		$13.3K Buy
200
+90
+82% +$5.12K ﹤0.01% 1823
2025
Q2 		$6.08K Hold
110
– – ﹤0.01% 2053
2025
Q1 		$5.32K Hold
110
– – ﹤0.01% 1736
2024
Q4 		$4.25K Hold
110
– – ﹤0.01% 1744
2024
Q3 		$4.95K Hold
110
– – ﹤0.01% 1711
2024
Q2 		$3.81K Buy
+110
New +$3.22K ﹤0.01% 1728

Other funds holding PTGX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return