HWM
ATHE

HB Wealth Management’s Alterity Therapeutics ATHE Stock Holding History

HB Wealth Management’s Portfolio ATHE Stock Details ATHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203K Hold
58,460
– – ﹤0.01% 1436
2025
Q4 		$180K Hold
58,460
– – ﹤0.01% 1340
2025
Q3 		$220K Buy
+58,460
New +$282K ﹤0.01% 1225
2025
Q2 		– Sell
-37,483
Closed -$129K – 1173
2025
Q1 		$129K Buy
37,483
+5,600
+18% +$21.5K ﹤0.01% 1165
2024
Q4 		$110K Buy
31,883
+8,100
+34% +$12.9K ﹤0.01% 1023
2024
Q3 		$31.2K Buy
+23,783
New +$35K ﹤0.01% 960

Other funds holding ATHE

TLCM
Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HB Wealth Management's ATHE Position: Q1 2026 in Review

HB Wealth Management held its Alterity Therapeutics (ATHE) position steady in Q1 2026 at 58,460 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

HB Wealth Management first reported a position in ATHE in Q3 2024 and has held it in 6 quarters since. The position peaked at $220K in Q3 2025. 15 funds tracked by Wall St. Rank hold ATHE as of Q1 2026.

  • HB Wealth Management held 58,460 shares of Alterity Therapeutics worth $203K as of Q1 2026.
  • HB Wealth Management left its Alterity Therapeutics share count unchanged in Q1 2026.
  • Alterity Therapeutics made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1436 holding.
  • HB Wealth Management first reported a position in Alterity Therapeutics in Q3 2024 and has held it in 6 quarters since.
  • HB Wealth Management's Alterity Therapeutics position peaked at $220K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.