Expect Equity LLC’s Lantheus LNTH Stock Holding History

Expect Equity LLC’s Portfolio LNTH Stock Details LNTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.43M	Buy	32,073 +2,374	+8%	+$170K	2.33%	20
2025 Q4	$1.98M	Buy	29,699 +2,475	+9%	+$144K	1.91%	25
2025 Q3	$1.4M	Hold	27,224	–	–	1.36%	33
2025 Q2	$2.23M	Buy	27,224 +600	+2%	+$52.7K	2.38%	20
2025 Q1	$2.6M	Buy	26,624 +1,700	+7%	+$159K	2.92%	8
2024 Q4	$2.23M	Buy	+24,924	New	+$2.43M	2.33%	21

Other funds holding LNTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Expect Equity LLC's LNTH Position: Q1 2026 in Review

Expect Equity LLC increased its Lantheus (LNTH) stake by 8% in Q1 2026, buying an estimated $170K and bringing the position to 32,073 shares worth $2.43M. The position accounts for 2.33% of the portfolio, ranked #20.

Expect Equity LLC first reported a position in LNTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q1 2025. 404 funds tracked by Wall St. Rank hold LNTH as of Q1 2026.

Expect Equity LLC held 32,073 shares of Lantheus worth $2.43M as of Q1 2026.
Expect Equity LLC bought 2,374 Lantheus shares in Q1 2026, an estimated $170K.
Lantheus made up 2.33% of Expect Equity LLC's portfolio in Q1 2026, its #20 holding.
Expect Equity LLC first reported a position in Lantheus in Q4 2024 and has held it in 6 quarters since.
Expect Equity LLC's Lantheus position peaked at $2.6M in Q1 2025.
404 funds tracked by Wall St. Rank held Lantheus as of Q1 2026.

Based on Expect Equity LLC's 13F filing for Q1 2026, filed 15 May 2026.