Opal Wealth Advisors’s Alpha Tau Medical DRTS Stock Holding History

Opal Wealth Advisors’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 Q3	$149K	Hold	10,000	–	–	0.03%	213
2026 Q2	$126K	Hold	10,000	–	–	0.03%	216
2026 Q1	$70.7K	Hold	10,000	–	–	0.02%	338
2025 Q4	$49.5K	Hold	10,000	–	–	0.01%	205
2025 Q3	$45.1K	Hold	10,000	–	–	0.01%	194
2025 Q2	$31.2K	Hold	10,000	–	–	0.01%	463
2025 Q1	$25.1K	Hold	10,000	–	–	0.01%	482
2024 Q4	$31K	Hold	10,000	–	–	0.01%	191
2024 Q3	$23.8K	Hold	10,000	–	–	0.01%	189
2024 Q2	$25.3K	Hold	10,000	–	–	0.01%	453
2024 Q1	$29.5K	Hold	10,000	–	–	0.01%	225
2023 Q4	$30.1K	Hold	10,000	–	–	0.01%	170
2023 Q3	$37.9K	Hold	10,000	–	–	0.02%	142
2023 Q2	$43.7K	Hold	10,000	–	–	0.02%	145
2023 Q1	$28.7K	Hold	10,000	–	–	0.02%	114
2022 Q4	$31.8K	Buy	+10,000	New	+$41.4K	0.02%	125

Other funds holding DRTS

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Opal Wealth Advisors's DRTS Position: Q3 2026 in Review

Opal Wealth Advisors held its Alpha Tau Medical (DRTS) position steady in Q3 2026 at 10,000 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #213.

Opal Wealth Advisors first reported a position in DRTS in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold DRTS as of Q3 2026.

Opal Wealth Advisors held 10,000 shares of Alpha Tau Medical worth $149K as of Q3 2026.
Opal Wealth Advisors left its Alpha Tau Medical share count unchanged in Q3 2026.
Alpha Tau Medical made up 0.03% of Opal Wealth Advisors's portfolio in Q3 2026, its #213 holding.
Opal Wealth Advisors first reported a position in Alpha Tau Medical in Q4 2022 and has held it in 16 quarters since.
11 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.