HWMC
DFTX

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
Q2 		$564K Sell
12,000
-2,375
-17% -$58.7K 0.21% 58
2026
Q1 		$272K Buy
+14,375
New +$244K 0.15% 77

Other funds holding DFTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heritage Wealth Management (California)'s DFTX Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Definium Therapeutics (DFTX) stake by 17% in Q2 2026, selling an estimated $58.7K and leaving 12,000 shares worth $564K. The position accounts for 0.21% of the portfolio, ranked #58.

Heritage Wealth Management (California) first reported a position in DFTX in Q1 2026 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold DFTX as of Q2 2026.

  • Heritage Wealth Management (California) held 12,000 shares of Definium Therapeutics worth $564K as of Q2 2026.
  • Heritage Wealth Management (California) sold 2,375 Definium Therapeutics shares in Q2 2026, an estimated $58.7K.
  • Definium Therapeutics made up 0.21% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #58 holding.
  • Heritage Wealth Management (California) first reported a position in Definium Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Definium Therapeutics as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.