TWD
TARA icon

True Wealth Design’s Protara Therapeutics TARA Stock Holding History

True Wealth Design’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
Q3 		– Sell
-52
Closed -$199 – 2779
2026
Q2 		$199 Buy
52
+28
+117% +$133 ﹤0.01% 2447
2026
Q1 		$126 Buy
+24
New +$142 ﹤0.01% 2429

Other funds holding TARA

EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design sold out of Protara Therapeutics (TARA) in Q3 2026, closing a stake of 52 shares — an estimated $199 sold.

True Wealth Design first reported a position in TARA in Q1 2026 and held it in 2 quarters. The position peaked at $199 in Q2 2026. 3 funds tracked by Wall St. Rank hold TARA as of Q3 2026.

  • True Wealth Design reported no remaining Protara Therapeutics position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 52 Protara Therapeutics shares in Q3 2026, an estimated $199.
  • True Wealth Design first reported a position in Protara Therapeutics in Q1 2026 and held it in 2 quarters.
  • True Wealth Design's Protara Therapeutics position peaked at $199 in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Protara Therapeutics as of Q3 2026.

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