EFG
DRTS icon

Everhart Financial Group’s Alpha Tau Medical DRTS Stock Holding History

Everhart Financial Group’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 		$126K Buy
+10,000
New +$90.8K 0.01% 469

Other funds holding DRTS

GIA
Gem Investment Advisors Teaneck, New Jersey $163M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Everhart Financial Group's DRTS Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Alpha Tau Medical (DRTS) in Q2 2026: 10,000 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings.

74 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

  • Everhart Financial Group held 10,000 shares of Alpha Tau Medical worth $126K as of Q2 2026.
  • Alpha Tau Medical was a new Everhart Financial Group position in Q2 2026.
  • Alpha Tau Medical made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #469 holding.
  • 74 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.