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Mogy Joel R Investment Counsel’s Prothena Corp PRTA Stock Holding History

Mogy Joel R Investment Counsel’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 		$203K Hold
20,750
– – 0.01% 101
2026
Q1 		$202K Hold
20,750
– – 0.01% 96
2025
Q4 		$198K Hold
20,750
– – 0.01% 97
2025
Q3 		$203K Hold
20,750
– – 0.01% 98
2025
Q2 		$126K Buy
+20,750
New +$156K 0.01% 100

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
FWMM
Foundation Wealth Management (Missouri) Clayton, Missouri $169M AUM 22.22% 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

Mogy Joel R Investment Counsel's PRTA Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Prothena Corp (PRTA) position steady in Q2 2026 at 20,750 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #101.

Mogy Joel R Investment Counsel first reported a position in PRTA in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold PRTA as of Q2 2026.

  • Mogy Joel R Investment Counsel held 20,750 shares of Prothena Corp worth $203K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Prothena Corp share count unchanged in Q2 2026.
  • Prothena Corp made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #101 holding.
  • Mogy Joel R Investment Counsel first reported a position in Prothena Corp in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Prothena Corp as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.