LPL Financial’s Protara Therapeutics TARA Stock Holding History

LPL Financial’s Portfolio TARA Stock Details TARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.1K	Sell	19,130 -17,000	-47%	-$80.9K	﹤0.01%	5973
2026 Q1	$188K	Buy	36,130 +80	+0.2%	+$473	﹤0.01%	5521
2025 Q4	$192K	Hold	36,050	–	–	﹤0.01%	5457
2025 Q3	$157K	Buy	36,050 +1,050	+3%	+$3.4K	﹤0.01%	5414
2025 Q2	$106K	Buy	35,000 +12,000	+52%	+$41.4K	﹤0.01%	5255
2025 Q1	$98K	Sell	23,000 -13,000	-36%	-$58.1K	﹤0.01%	5047
2024 Q4	$190K	Sell	36,000 -10,000	-22%	-$32.3K	﹤0.01%	4827
2024 Q3	$84.2K	Buy	46,000 +2,000	+5%	+$4.11K	﹤0.01%	4926
2024 Q2	$91.5K	Buy	44,000 +16,000	+57%	+$46.8K	﹤0.01%	4759
2024 Q1	$112K	Buy	28,000 +16,000	+133%	+$51.6K	﹤0.01%	4657
2023 Q4	$22.5K	Buy	12,000 +2,000	+20%	+$2.95K	﹤0.01%	4729
2023 Q3	$16.7K	Hold	10,000	–	–	﹤0.01%	4620
2023 Q2	$23.9K	Sell	10,000 -25	-0.2%	-$74	﹤0.01%	4502
2023 Q1	$31.4K	Buy	+10,025	New	+$33.1K	﹤0.01%	4371

Other funds holding TARA

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

VCIM

Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

SCM

Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

LPL Financial's TARA Position: Q2 2026 in Review

LPL Financial reduced its Protara Therapeutics (TARA) stake by 47% in Q2 2026, selling an estimated $80.9K and leaving 19,130 shares worth $73.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5973.

LPL Financial first reported a position in TARA in Q1 2023 and has held it in 14 quarters since. The position peaked at $192K in Q4 2025. 120 funds tracked by Wall St. Rank hold TARA as of Q2 2026.

LPL Financial held 19,130 shares of Protara Therapeutics worth $73.1K as of Q2 2026.
LPL Financial sold 17,000 Protara Therapeutics shares in Q2 2026, an estimated $80.9K.
Protara Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5973 holding.
LPL Financial first reported a position in Protara Therapeutics in Q1 2023 and has held it in 14 quarters since.
LPL Financial's Protara Therapeutics position peaked at $192K in Q4 2025.
120 funds tracked by Wall St. Rank held Protara Therapeutics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.