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Evelyn Partners Investment Management’s Prothena Corp PRTA Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$1.93K Hold
199
– – ﹤0.01% 387
2025
Q4 		$1.9K Hold
199
– – ﹤0.01% 389
2025
Q3 		$1.94K Hold
199
– – ﹤0.01% 385
2025
Q2 		$1.21K Hold
199
– – ﹤0.01% 391
2025
Q1 		$2.46K Hold
199
– – ﹤0.01% 388
2024
Q4 		$2.76K Buy
+199
New +$3.14K ﹤0.01% 387

Other funds holding PRTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Evelyn Partners Investment Management's PRTA Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Prothena Corp (PRTA) position steady in Q1 2026 at 199 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Evelyn Partners Investment Management first reported a position in PRTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.76K in Q4 2024. 185 funds tracked by Wall St. Rank hold PRTA as of Q1 2026.

  • Evelyn Partners Investment Management held 199 shares of Prothena Corp worth $1.93K as of Q1 2026.
  • Evelyn Partners Investment Management left its Prothena Corp share count unchanged in Q1 2026.
  • Prothena Corp made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #387 holding.
  • Evelyn Partners Investment Management first reported a position in Prothena Corp in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Prothena Corp position peaked at $2.76K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Prothena Corp as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.