True Wealth Design’s ProKidney PROK Stock Holding History

True Wealth Design’s Portfolio PROK Stock Details PROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11	Closed	-$7	–	2846
2025 Q2	$7	Sell	11 -159	-94%	-$124	﹤0.01%	2553
2025 Q1	$149	Buy	+170	New	+$236	﹤0.01%	2067

Other funds holding PROK

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

True Wealth Design's PROK Position: Q3 2025 in Review

True Wealth Design sold out of ProKidney (PROK) in Q3 2025, closing a stake of 11 shares — an estimated $7 sold.

True Wealth Design first reported a position in PROK in Q1 2025 and held it in 2 quarters. The position peaked at $149 in Q1 2025. 56 funds tracked by Wall St. Rank hold PROK as of Q3 2025.

True Wealth Design reported no remaining ProKidney position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 11 ProKidney shares in Q3 2025, an estimated $7.
True Wealth Design first reported a position in ProKidney in Q1 2025 and held it in 2 quarters.
True Wealth Design's ProKidney position peaked at $149 in Q1 2025.
56 funds tracked by Wall St. Rank held ProKidney as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.