Creative Planning
PTGX icon

Creative Planning’s Protagonist Therapeutics PTGX Stock Holding History

Creative Planning’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
Q2 		$6.89M Buy
56,185
+8,214
+17% +$858K ﹤0.01% 1163
2026
Q1 		$5.06M Buy
47,971
+6,717
+16% +$595K ﹤0.01% 1193
2025
Q4 		$3.6M Buy
41,254
+5,040
+14% +$413K ﹤0.01% 1239
2025
Q3 		$2.41M Buy
36,214
+6,010
+20% +$342K ﹤0.01% 1392
2025
Q2 		$1.67M Buy
30,204
+12,871
+74% +$618K ﹤0.01% 1460
2025
Q1 		$838K Buy
17,333
+10,885
+169% +$456K ﹤0.01% 1854
2024
Q4 		$249K Sell
6,448
-1,056
-14% -$46K ﹤0.01% 2817
2024
Q3 		$338K Buy
+7,504
New +$303K ﹤0.01% 2426
2017
Q3 		– Sell
-177
Closed -$2K – 3264
2017
Q2 		$2K Hold
177
– – ﹤0.01% 4325
2017
Q1 		$2K Sell
177
-500
-74% -$8.06K ﹤0.01% 4308
2016
Q4 		$15K Buy
677
+500
+282% +$11.1K ﹤0.01% 3275
2016
Q3 		$4K Buy
+177
New +$2.42K ﹤0.01% 3991

Other funds holding PTGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Planning's PTGX Position: Q2 2026 in Review

Creative Planning increased its Protagonist Therapeutics (PTGX) stake by 17% in Q2 2026, buying an estimated $858K and bringing the position to 56,185 shares worth $6.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Creative Planning first reported a position in PTGX in Q3 2016 and has held it in 12 quarters since. 344 funds tracked by Wall St. Rank hold PTGX as of Q2 2026.

  • Creative Planning held 56,185 shares of Protagonist Therapeutics worth $6.89M as of Q2 2026.
  • Creative Planning bought 8,214 Protagonist Therapeutics shares in Q2 2026, an estimated $858K.
  • Protagonist Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1163 holding.
  • Creative Planning first reported a position in Protagonist Therapeutics in Q3 2016 and has held it in 12 quarters since.
  • 344 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q2 2026.

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