Creative Planning
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Creative Planning’s Prothena Corp PRTA Stock Holding History

Creative Planning’s Portfolio PRTA Stock Details PRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$613K Sell
62,620
-10,366
-14% -$102K ﹤0.01% 3044
2026
Q1 		$709K Buy
72,986
+11,017
+18% +$101K ﹤0.01% 2749
2025
Q4 		$592K Sell
61,969
-2,171
-3% -$22.1K ﹤0.01% 2689
2025
Q3 		$626K Buy
64,140
+13,571
+27% +$104K ﹤0.01% 2531
2025
Q2 		$307K Buy
50,569
+39,879
+373% +$299K ﹤0.01% 2881
2025
Q1 		$132K Sell
10,690
-5,371
-33% -$75.9K ﹤0.01% 3194
2024
Q4 		$222K Sell
16,061
-4,846
-23% -$76.4K ﹤0.01% 2894
2024
Q3 		$350K Buy
+20,907
New +$450K ﹤0.01% 2401
2024
Q2 		– Sell
-8,260
Closed -$205K – 3146
2024
Q1 		$205K Buy
+8,260
New +$246K ﹤0.01% 2553
2017
Q3 		– Sell
-1,718
Closed -$93K – 3246
2017
Q2 		$93K Buy
1,718
+417
+32% +$22.2K ﹤0.01% 2041
2017
Q1 		$73K Buy
1,301
+2
+0.2% +$105 ﹤0.01% 2171
2016
Q4 		$64K Buy
1,299
+29
+2% +$1.6K ﹤0.01% 2195
2016
Q3 		$76K Sell
1,270
-2
-0.2% -$107 ﹤0.01% 2046
2016
Q2 		$44K Sell
1,272
-112
-8% -$4.88K ﹤0.01% 2226
2016
Q1 		$57K Sell
1,384
-104
-7% -$4.07K ﹤0.01% 2004
2015
Q4 		$102K Buy
1,488
+1,201
+418% +$72.4K ﹤0.01% 1619
2015
Q3 		$13K Buy
+287
New +$16.7K ﹤0.01% 3038
2015
Q2 		– Sell
-215
Closed -$8K – 2514
2015
Q1 		$8K Buy
215
+28
+15% +$718 ﹤0.01% 3321
2014
Q4 		$4K Sell
187
-13
-7% -$271 ﹤0.01% 3610
2014
Q3 		$4K Sell
200
-1
-0.5% -$21 ﹤0.01% 3406
2014
Q2 		$5K Sell
201
-243
-55% -$6.08K ﹤0.01% 3227
2014
Q1 		$17K Buy
444
+243
+121% +$7.83K ﹤0.01% 2487
2013
Q4 		$5K Sell
201
-54
-21% -$1.35K ﹤0.01% 2844
2013
Q3 		$5K Buy
255
+14
+6% +$248 ﹤0.01% 2736
2013
Q2 		$3K Buy
+241
New +$2.24K ﹤0.01% 2724

Other funds holding PRTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Creative Planning's PRTA Position: Q2 2026 in Review

Creative Planning reduced its Prothena Corp (PRTA) stake by 14% in Q2 2026, selling an estimated $102K and leaving 62,620 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

Creative Planning first reported a position in PRTA in Q2 2013 and has held it in 25 quarters since. The position peaked at $709K in Q1 2026. 188 funds tracked by Wall St. Rank hold PRTA as of Q2 2026.

  • Creative Planning held 62,620 shares of Prothena Corp worth $613K as of Q2 2026.
  • Creative Planning sold 10,366 Prothena Corp shares in Q2 2026, an estimated $102K.
  • Prothena Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3044 holding.
  • Creative Planning first reported a position in Prothena Corp in Q2 2013 and has held it in 25 quarters since.
  • Creative Planning's Prothena Corp position peaked at $709K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Prothena Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.