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Pinnacle Wealth Planning Services’s Protagonist Therapeutics PTGX Stock Holding History

Pinnacle Wealth Planning Services’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 		$330K Buy
3,132
+268
+9% +$23.7K 0.03% 309
2025
Q4 		$250K Buy
+2,864
New +$234K 0.03% 391

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

Pinnacle Wealth Planning Services's PTGX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Protagonist Therapeutics (PTGX) stake by 9.4% in Q1 2026, buying an estimated $23.7K and bringing the position to 3,132 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #309.

Pinnacle Wealth Planning Services first reported a position in PTGX in Q4 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold PTGX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,132 shares of Protagonist Therapeutics worth $330K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 268 Protagonist Therapeutics shares in Q1 2026, an estimated $23.7K.
  • Protagonist Therapeutics made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #309 holding.
  • Pinnacle Wealth Planning Services first reported a position in Protagonist Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.