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

Financial Guidance 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	$252K	Hold	20,000	–	–	0.09%	86
2026 Q1	$141K	Sell	20,000 -1,945	-9%	-$13.7K	0.06%	89
2025 Q4	$109K	Hold	21,945	–	–	0.04%	89
2025 Q3	$99K	Hold	21,945	–	–	0.04%	85
2025 Q2	$68.5K	Hold	21,945	–	–	0.03%	84
2025 Q1	$55.1K	Hold	21,945	–	–	0.03%	72
2024 Q4	$68K	Hold	21,945	–	–	0.04%	72
2024 Q3	$52.2K	Hold	21,945	–	–	0.03%	67
2024 Q2	$55.5K	Buy	21,945 +10,000	+84%	+$25.4K	0.03%	69
2024 Q1	$35.2K	Hold	11,945	–	–	0.02%	57
2023 Q4	$36K	Buy	11,945 +1,685	+16%	+$5.42K	0.03%	53
2023 Q3	$38.9K	Hold	10,260	–	–	0.03%	52
2023 Q2	$44.8K	Hold	10,260	–	–	0.03%	52
2023 Q1	$29.4K	Hold	10,260	–	–	0.02%	51
2022 Q4	$32.6K	Hold	10,260	–	–	0.03%	50
2022 Q3	$60K	Buy	+10,260	New	+$90.5K	0.05%	49

Other funds holding DRTS

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 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

TVWM

Tower View Wealth Management Shorewood, Wisconsin $227M AUM 41.04% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Financial Guidance Group held its Alpha Tau Medical (DRTS) position steady in Q2 2026 at 20,000 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #86.

Financial Guidance Group first reported a position in DRTS in Q3 2022 and has held it in 16 quarters since. 15 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

Financial Guidance Group held 20,000 shares of Alpha Tau Medical worth $252K as of Q2 2026.
Financial Guidance Group left its Alpha Tau Medical share count unchanged in Q2 2026.
Alpha Tau Medical made up 0.09% of Financial Guidance Group's portfolio in Q2 2026, its #86 holding.
Financial Guidance Group first reported a position in Alpha Tau Medical in Q3 2022 and has held it in 16 quarters since.
15 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.