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Kerr Financial Planning’s Atara Biotherapeutics ATRA Stock Holding History

Kerr Financial Planning’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276 Hold
24
– – ﹤0.01% 505
2026
Q1 		$116 Hold
24
– – ﹤0.01% 506
2025
Q4 		$112 Hold
24
– – ﹤0.01% 493
2025
Q3 		$322 Buy
+24
New +$276 ﹤0.01% 538

Other funds holding ATRA

EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Kerr Financial Planning's ATRA Position: Q2 2026 in Review

Kerr Financial Planning held its Atara Biotherapeutics (ATRA) position steady in Q2 2026 at 24 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Kerr Financial Planning first reported a position in ATRA in Q3 2025 and has held it in 4 quarters since. The position peaked at $322 in Q3 2025. 36 funds tracked by Wall St. Rank hold ATRA as of Q2 2026.

  • Kerr Financial Planning held 24 shares of Atara Biotherapeutics worth $276 as of Q2 2026.
  • Kerr Financial Planning left its Atara Biotherapeutics share count unchanged in Q2 2026.
  • Atara Biotherapeutics made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #505 holding.
  • Kerr Financial Planning first reported a position in Atara Biotherapeutics in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Atara Biotherapeutics position peaked at $322 in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.