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Foundation Wealth Management (Missouri)’s Prothena Corp PRTA Stock Holding History

Foundation Wealth Management (Missouri)’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 		$188K Hold
19,236
– – 0.11% 51
2026
Q1 		$187K Buy
+19,236
New +$176K 0.13% 44
2025
Q4 		– Sell
-19,471
Closed -$190K – 47
2025
Q3 		$190K Hold
19,471
– – 0.12% 46
2025
Q2 		$118K Hold
19,471
– – 0.08% 44
2025
Q1 		$241K Hold
19,471
– – 0.19% 39
2024
Q4 		$270K Buy
+19,471
New +$307K 0.21% 39

Other funds holding PRTA

PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCA
Purkiss Capital Advisors Ridgefield, Connecticut $263M AUM 29.59% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s PRTA Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) held its Prothena Corp (PRTA) position steady in Q2 2026 at 19,236 shares worth $188K. The position accounts for 0.11% of the portfolio, ranked #51.

Foundation Wealth Management (Missouri) first reported a position in PRTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $270K in Q4 2024. 40 funds tracked by Wall St. Rank hold PRTA as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 19,236 shares of Prothena Corp worth $188K as of Q2 2026.
  • Foundation Wealth Management (Missouri) left its Prothena Corp share count unchanged in Q2 2026.
  • Prothena Corp made up 0.11% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #51 holding.
  • Foundation Wealth Management (Missouri) first reported a position in Prothena Corp in Q4 2024 and has held it in 6 quarters since.
  • Foundation Wealth Management (Missouri)'s Prothena Corp position peaked at $270K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Prothena Corp as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.