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Apella Capital’s Alpha Tau Medical DRTS Stock Holding History

Apella Capital’s Portfolio DRTS Stock Details DRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.88M Hold
382,284
– – 0.07% 165
2026
Q1 		$3.07M Hold
382,284
– – 0.05% 214
2025
Q4 		$1.89M Buy
+382,284
New +$1.61M 0.04% 204

Other funds holding DRTS

WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Apella Capital's DRTS Position: Q2 2026 in Review

Apella Capital held its Alpha Tau Medical (DRTS) position steady in Q2 2026 at 382,284 shares worth $4.88M. The position accounts for 0.07% of the portfolio, ranked #165.

Apella Capital first reported a position in DRTS in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

  • Apella Capital held 382,284 shares of Alpha Tau Medical worth $4.88M as of Q2 2026.
  • Apella Capital left its Alpha Tau Medical share count unchanged in Q2 2026.
  • Alpha Tau Medical made up 0.07% of Apella Capital's portfolio in Q2 2026, its #165 holding.
  • Apella Capital first reported a position in Alpha Tau Medical in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.