Focus Partners Wealth PRLD β€” PRELUDE THERAPEUTICS INC

Ownership history in Focus Partners Wealth  Β·  2 quarters on record

AI Ownership Summary

Focus Partners Wealth reported PRELUDE THERAPEUTICS INC (PRLD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows PRLD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Partners Wealth's position in PRELUDE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PRLD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Partners Wealth held PRLD β€” position size vs. price
% of Fund (quarterly)    PRLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 50,007 β€” 0% 0.00% $171K 2026-05-15 $4.15
2025 Q4 INITIATED β€” β€” β€” 50,007 β€” β€” 0.00% $145K 2026-02-13 $2.23

FAQ About Focus Partners Wealth and PRLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Partners Wealth reported owning PRLD?

Focus Partners Wealth reported PRLD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported PRLD position in Focus Partners Wealth's portfolio?

The largest reported portfolio weight for PRLD was 0.00% in 2026 Q1.

What is the latest reported PRLD position on this page?

The most recent filing on this page is 2026 Q1, when Focus Partners Wealth reported 50,007 shares, equal to 0.00% of portfolio, with an estimated market value of $171K.

What does the chart on this PRLD ownership page compare?

The chart compares Focus Partners Wealth's quarterly PRLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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