Kovitz Investment Group Partners
DRTS icon

Kovitz Investment Group Partners’s Alpha Tau Medical DRTS Stock Holding History

Kovitz Investment Group Partners’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 		$1.7M Sell
135,017
-12,121
-8% -$110K 0.04% 252
2026
Q1 		$1.04M Sell
147,138
-10,720
-7% -$75.7K 0.02% 318
2025
Q4 		$781K Sell
157,858
-45,373
-22% -$191K 0.02% 347
2025
Q3 		$917K Sell
203,231
-1,603
-0.8% -$5.46K ﹤0.01% 864
2025
Q2 		$639K Sell
204,834
-21,486
-9% -$60.5K ﹤0.01% 907
2025
Q1 		$568K Buy
226,320
+194,055
+601% +$608K ﹤0.01% 873
2024
Q4 		$100K Hold
32,265
– – ﹤0.01% 1201
2024
Q3 		$76.8K Hold
32,265
– – ﹤0.01% 991
2024
Q2 		$81.6K Buy
32,265
+2,549
+9% +$6.49K ﹤0.01% 811
2024
Q1 		$87.7K Buy
+29,716
New +$91.3K ﹤0.01% 652

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BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kovitz Investment Group Partners's DRTS Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Alpha Tau Medical (DRTS) stake by 8.2% in Q2 2026, selling an estimated $110K and leaving 135,017 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #252.

Kovitz Investment Group Partners first reported a position in DRTS in Q1 2024 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

  • Kovitz Investment Group Partners held 135,017 shares of Alpha Tau Medical worth $1.7M as of Q2 2026.
  • Kovitz Investment Group Partners sold 12,121 Alpha Tau Medical shares in Q2 2026, an estimated $110K.
  • Alpha Tau Medical made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #252 holding.
  • Kovitz Investment Group Partners first reported a position in Alpha Tau Medical in Q1 2024 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.