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Moran Wealth Management’s Protagonist Therapeutics PTGX Stock Holding History

Moran Wealth Management’s Portfolio PTGX Stock Details PTGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,212
Closed -$1.08M – 530
2025
Q3 		$1.08M Buy
16,212
+451
+3% +$25.6K 0.03% 342
2025
Q2 		$871K Sell
15,761
-134
-0.8% -$6.43K 0.03% 336
2025
Q1 		$769K Sell
15,895
-66
-0.4% -$2.77K 0.03% 328
2024
Q4 		$616K Buy
15,961
+931
+6% +$40.6K 0.02% 351
2024
Q3 		$676K Buy
15,030
+3,250
+28% +$131K 0.02% 344
2024
Q2 		$408K Buy
11,780
+1,044
+10% +$30.6K 0.01% 355
2024
Q1 		$311K Buy
+10,736
New +$292K 0.01% 376

Other funds holding PTGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moran Wealth Management's PTGX Position: Q4 2025 in Review

Moran Wealth Management sold out of Protagonist Therapeutics (PTGX) in Q4 2025, closing a stake of 16,212 shares — an estimated $1.08M sold.

Moran Wealth Management first reported a position in PTGX in Q1 2024 and held it in 7 quarters. The position peaked at $1.08M in Q3 2025. 315 funds tracked by Wall St. Rank hold PTGX as of Q4 2025.

  • Moran Wealth Management reported no remaining Protagonist Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 16,212 Protagonist Therapeutics shares in Q4 2025, an estimated $1.08M.
  • Moran Wealth Management first reported a position in Protagonist Therapeutics in Q1 2024 and held it in 7 quarters.
  • Moran Wealth Management's Protagonist Therapeutics position peaked at $1.08M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.