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Pinnacle Wealth Planning Services’s Prothena Corp PRTA Stock Holding History

Pinnacle Wealth Planning Services’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 		$55.5K Hold
5,668
– – 0.01% 1198
2026
Q1 		$55.1K Hold
5,668
– – 0.01% 1148
2025
Q4 		$54.1K Buy
+5,668
New +$57.7K 0.01% 1143
2021
Q1 		– Sell
-1,309
Closed -$16K – 1549
2020
Q4 		$16K Buy
+1,309
New +$15.5K ﹤0.01% 1242

Other funds holding PRTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's PRTA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Prothena Corp (PRTA) position steady in Q2 2026 at 5,668 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #1198.

Pinnacle Wealth Planning Services first reported a position in PRTA in Q4 2020 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold PRTA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,668 shares of Prothena Corp worth $55.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Prothena Corp share count unchanged in Q2 2026.
  • Prothena Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1198 holding.
  • Pinnacle Wealth Planning Services first reported a position in Prothena Corp in Q4 2020 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Prothena Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.