Heritage Wealth Management (California)’s Definium Therapeutics DFTX Stock Holding History

Heritage Wealth Management (California)’s Portfolio DFTX Stock Details DFTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Buy	+14,375	New	+$244K	0.15%	77

Other funds holding DFTX

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

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

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

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

Heritage Wealth Management (California)'s DFTX Position: Q1 2026 in Review

Heritage Wealth Management (California) opened a new position in Definium Therapeutics (DFTX) in Q1 2026: 14,375 shares worth $272K. The stake represents 0.15% of the portfolio and ranks #77 among its holdings.

247 funds tracked by Wall St. Rank hold DFTX as of Q1 2026.

Heritage Wealth Management (California) held 14,375 shares of Definium Therapeutics worth $272K as of Q1 2026.
Definium Therapeutics was a new Heritage Wealth Management (California) position in Q1 2026.
Definium Therapeutics made up 0.15% of Heritage Wealth Management (California)'s portfolio in Q1 2026, its #77 holding.
247 funds tracked by Wall St. Rank held Definium Therapeutics as of Q1 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q1 2026, filed 11 May 2026.