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Essential Partners’s Prothena Corp PRTA Stock Holding History

Essential Partners’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
Q3 		$2.1K Hold
251
– – ﹤0.01% 1900
2026
Q2 		$2.46K Sell
251
-82
-25% -$810 ﹤0.01% 1891
2026
Q1 		$3.24K Hold
333
– – ﹤0.01% 1787
2025
Q4 		$3.18K Hold
333
– – ﹤0.01% 1618
2025
Q3 		$3.25K Buy
+333
New +$2.56K ﹤0.01% 1600

Other funds holding PRTA

PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's PRTA Position: Q3 2026 in Review

Essential Partners held its Prothena Corp (PRTA) position steady in Q3 2026 at 251 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Essential Partners first reported a position in PRTA in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.25K in Q3 2025. 13 funds tracked by Wall St. Rank hold PRTA as of Q3 2026.

  • Essential Partners held 251 shares of Prothena Corp worth $2.1K as of Q3 2026.
  • Essential Partners left its Prothena Corp share count unchanged in Q3 2026.
  • Prothena Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1900 holding.
  • Essential Partners first reported a position in Prothena Corp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Prothena Corp position peaked at $3.25K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Prothena Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.