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
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

Other funds holding DRTS

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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.37B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GIA
Gem Investment Advisors Teaneck, New Jersey $102M AUM
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners's DRTS Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Alpha Tau Medical (DRTS) stake by 6.8% in Q1 2026, selling an estimated $75.7K and leaving 147,138 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #318.

Kovitz Investment Group Partners first reported a position in DRTS in Q1 2024 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold DRTS as of Q1 2026.

  • Kovitz Investment Group Partners held 147,138 shares of Alpha Tau Medical worth $1.04M as of Q1 2026.
  • Kovitz Investment Group Partners sold 10,720 Alpha Tau Medical shares in Q1 2026, an estimated $75.7K.
  • Alpha Tau Medical made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #318 holding.
  • Kovitz Investment Group Partners first reported a position in Alpha Tau Medical in Q1 2024 and has held it in 9 quarters since.
  • 53 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.