Root Financial Partners’s Protara Therapeutics TARA Stock Holding History

Root Financial Partners’s Portfolio TARA Stock Details TARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5	Closed	-$26	–	2869
2026 Q1	$26	Buy	+5	New	+$30	﹤0.01%	3427

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VCIM

Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

SCM

Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Root Financial Partners's TARA Position: Q2 2026 in Review

Root Financial Partners sold out of Protara Therapeutics (TARA) in Q2 2026, closing a stake of 5 shares — an estimated $26 sold.

Root Financial Partners first reported a position in TARA in Q1 2026 and held it in 1 quarter. The position peaked at $26 in Q1 2026. 119 funds tracked by Wall St. Rank hold TARA as of Q2 2026.

Root Financial Partners reported no remaining Protara Therapeutics position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 5 Protara Therapeutics shares in Q2 2026, an estimated $26.
Root Financial Partners first reported a position in Protara Therapeutics in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Protara Therapeutics position peaked at $26 in Q1 2026.
119 funds tracked by Wall St. Rank held Protara Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.