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Private Wealth Management Group’s Alpha Tau Medical DRTS Stock Holding History

Private Wealth Management Group’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 		$9.46K Hold
752
– – ﹤0.01% 597
2026
Q1 		$5.32K Buy
+752
New +$5.31K ﹤0.01% 747

Other funds holding DRTS

GIA
Gem Investment Advisors Teaneck, New Jersey $163M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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

Private Wealth Management Group's DRTS Position: Q2 2026 in Review

Private Wealth Management Group held its Alpha Tau Medical (DRTS) position steady in Q2 2026 at 752 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Private Wealth Management Group first reported a position in DRTS in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

  • Private Wealth Management Group held 752 shares of Alpha Tau Medical worth $9.46K as of Q2 2026.
  • Private Wealth Management Group left its Alpha Tau Medical share count unchanged in Q2 2026.
  • Alpha Tau Medical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #597 holding.
  • Private Wealth Management Group first reported a position in Alpha Tau Medical in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.