SWA
ACTU

SFMG Wealth Advisors’s Actuate Therapeutics ACTU Stock Holding History

SFMG Wealth Advisors’s Portfolio ACTU Stock Details ACTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.4K Buy
33,000
+13,000
+65% +$53.9K 0.01% 313
2025
Q4 		$122K Buy
20,000
+3,000
+18% +$20.6K 0.01% 298
2025
Q3 		$114K Buy
17,000
+2,450
+17% +$17.8K 0.01% 302
2025
Q2 		$88.9K Buy
14,550
+3,550
+32% +$31K 0.01% 274
2025
Q1 		$74.5K Buy
+11,000
New +$88.3K 0.01% 274

Other funds holding ACTU

BCM
BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFMG Wealth Advisors's ACTU Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Actuate Therapeutics (ACTU) stake by 65% in Q1 2026, buying an estimated $53.9K and bringing the position to 33,000 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #313.

SFMG Wealth Advisors first reported a position in ACTU in Q1 2025 and has held it in 5 quarters since. The position peaked at $122K in Q4 2025. 61 funds tracked by Wall St. Rank hold ACTU as of Q1 2026.

  • SFMG Wealth Advisors held 33,000 shares of Actuate Therapeutics worth $90.4K as of Q1 2026.
  • SFMG Wealth Advisors bought 13,000 Actuate Therapeutics shares in Q1 2026, an estimated $53.9K.
  • Actuate Therapeutics made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #313 holding.
  • SFMG Wealth Advisors first reported a position in Actuate Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • SFMG Wealth Advisors's Actuate Therapeutics position peaked at $122K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Actuate Therapeutics as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.