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Palumbo Wealth Management’s Protagonist Therapeutics PTGX Stock Holding History

Palumbo 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
2026
Q1 		$641K Sell
6,083
-257
-4% -$22.8K 0.16% 103
2025
Q4 		$554K Buy
6,340
+1,072
+20% +$87.7K 0.14% 115
2025
Q3 		$350K Sell
5,268
-2,262
-30% -$129K 0.11% 119
2025
Q2 		$416K Buy
+7,530
New +$361K 0.13% 120
2024
Q4 		– Sell
-5,211
Closed -$234K – 187
2024
Q3 		$234K Buy
+5,211
New +$211K 0.09% 126

Other funds holding PTGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

Palumbo Wealth Management's PTGX Position: Q1 2026 in Review

Palumbo Wealth Management reduced its Protagonist Therapeutics (PTGX) stake by 4.1% in Q1 2026, selling an estimated $22.8K and leaving 6,083 shares worth $641K. The position accounts for 0.16% of the portfolio, ranked #103.

Palumbo Wealth Management first reported a position in PTGX in Q3 2024 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold PTGX as of Q1 2026.

  • Palumbo Wealth Management held 6,083 shares of Protagonist Therapeutics worth $641K as of Q1 2026.
  • Palumbo Wealth Management sold 257 Protagonist Therapeutics shares in Q1 2026, an estimated $22.8K.
  • Protagonist Therapeutics made up 0.16% of Palumbo Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Palumbo Wealth Management first reported a position in Protagonist Therapeutics in Q3 2024 and has held it in 5 quarters since.
  • 317 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.