True Wealth Design’s Prothena Corp PRTA Stock Holding History

True Wealth Design’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 Q3	$914	Buy	109 +6	+6%	+$54	﹤0.01%	1955
2026 Q2	$1.01K	Hold	103	–	–	﹤0.01%	1973
2026 Q1	$1K	Hold	103	–	–	﹤0.01%	1802
2025 Q4	$984	Hold	103	–	–	﹤0.01%	1710
2025 Q3	$1.01K	Buy	+103	New	+$792	﹤0.01%	1741

Other funds holding PRTA

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's PRTA Position: Q3 2026 in Review

True Wealth Design increased its Prothena Corp (PRTA) stake by 5.8% in Q3 2026, buying an estimated $54 and bringing the position to 109 shares worth $914. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

True Wealth Design first reported a position in PRTA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.01K in Q2 2026. 13 funds tracked by Wall St. Rank hold PRTA as of Q3 2026.

True Wealth Design held 109 shares of Prothena Corp worth $914 as of Q3 2026.
True Wealth Design bought 6 Prothena Corp shares in Q3 2026, an estimated $54.
Prothena Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1955 holding.
True Wealth Design first reported a position in Prothena Corp in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Prothena Corp position peaked at $1.01K in Q2 2026.
13 funds tracked by Wall St. Rank held Prothena Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.