MWM
THTX

Modern Wealth Management’s Theratechnologies THTX Stock Holding History

Modern Wealth Management’s Portfolio THTX Stock Details THTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,000
Closed -$26K – 839
2025
Q2 		$26K Hold
11,000
– – ﹤0.01% 773
2025
Q1 		$15.4K Hold
11,000
– – ﹤0.01% 676
2024
Q4 		$19.9K Hold
11,000
– – ﹤0.01% 578
2024
Q3 		$13.6K Buy
11,000
+500
+5% +$678 ﹤0.01% 435
2024
Q2 		$14.7K Hold
10,500
– – ﹤0.01% 404
2024
Q1 		$17.4K Buy
+10,500
New +$16.8K ﹤0.01% 297

Other funds holding THTX

JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Modern Wealth Management's THTX Position: Q3 2025 in Review

Modern Wealth Management sold out of Theratechnologies (THTX) in Q3 2025, closing a stake of 11,000 shares — an estimated $26K sold.

Modern Wealth Management first reported a position in THTX in Q1 2024 and held it in 6 quarters. The position peaked at $26K in Q2 2025. 10 funds tracked by Wall St. Rank hold THTX as of Q3 2025.

  • Modern Wealth Management reported no remaining Theratechnologies position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 11,000 Theratechnologies shares in Q3 2025, an estimated $26K.
  • Modern Wealth Management first reported a position in Theratechnologies in Q1 2024 and held it in 6 quarters.
  • Modern Wealth Management's Theratechnologies position peaked at $26K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Theratechnologies as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.