Commonwealth Equity Services’s Protara Therapeutics TARA Stock Holding History

Commonwealth Equity Services’s Portfolio TARA Stock Details TARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.6K	Hold	11,000	–	–	﹤0.01%	4306
2026 Q2	$42K	Hold	11,000	–	–	﹤0.01%	4318
2026 Q1	$57.3K	Hold	11,000	–	–	﹤0.01%	4189
2025 Q4	$58.6K	Buy	11,000 +1,000	+10%	+$5.56K	﹤0.01%	4171
2025 Q3	$44K	Buy	+10,000	New	+$32.4K	﹤0.01%	4172
2025 Q2	–	Sell	-10,000	Closed	-$43K	–	4350
2025 Q1	$43K	Sell	10,000 -27,000	-73%	-$121K	﹤0.01%	4079
2024 Q4	$195K	Buy	37,000 +17,572	+90%	+$56.8K	﹤0.01%	3772
2024 Q3	$36K	Hold	19,428	–	–	﹤0.01%	3961
2024 Q2	$40K	Buy	+19,428	New	+$56.8K	﹤0.01%	3915

Other funds holding TARA

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Commonwealth Equity Services's TARA Position: Q3 2026 in Review

Commonwealth Equity Services held its Protara Therapeutics (TARA) position steady in Q3 2026 at 11,000 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4306.

Commonwealth Equity Services first reported a position in TARA in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q4 2024. 15 funds tracked by Wall St. Rank hold TARA as of Q3 2026.

Commonwealth Equity Services held 11,000 shares of Protara Therapeutics worth $33.6K as of Q3 2026.
Commonwealth Equity Services left its Protara Therapeutics share count unchanged in Q3 2026.
Protara Therapeutics made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4306 holding.
Commonwealth Equity Services first reported a position in Protara Therapeutics in Q2 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Protara Therapeutics position peaked at $195K in Q4 2024.
15 funds tracked by Wall St. Rank held Protara Therapeutics as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.