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Steward Partners Investment Advisory’s Alpha Tau Medical DRTS Stock Holding History

Steward Partners Investment Advisory’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 		$23.3K Hold
3,300
– – ﹤0.01% 3157
2025
Q4 		$16.3K Hold
3,300
– – ﹤0.01% 3223
2025
Q3 		$14.9K Hold
3,300
– – ﹤0.01% 3219
2025
Q2 		$10.3K Sell
3,300
-250
-7% -$704 ﹤0.01% 3197
2025
Q1 		$8.91K Hold
3,550
– – ﹤0.01% 3149
2024
Q4 		$11K Sell
3,550
-2,500
-41% -$6.4K ﹤0.01% 3057
2024
Q3 		$14.4K Hold
6,050
– – ﹤0.01% 2804
2024
Q2 		$15.3K Hold
6,050
– – ﹤0.01% 2631
2024
Q1 		$17.8K Hold
6,050
– – ﹤0.01% 2561
2023
Q4 		$18.2K Hold
6,050
– – ﹤0.01% 2447
2023
Q3 		$22.9K Hold
6,050
– – ﹤0.01% 2237
2023
Q2 		$26.4K Hold
6,050
– – ﹤0.01% 2154
2023
Q1 		$17.4K Buy
+6,050
New +$21.1K ﹤0.01% 2311

Other funds holding DRTS

HighTower Advisors
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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

Steward Partners Investment Advisory's DRTS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Alpha Tau Medical (DRTS) position steady in Q1 2026 at 3,300 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

Steward Partners Investment Advisory first reported a position in DRTS in Q1 2023 and has held it in 13 quarters since. The position peaked at $26.4K in Q2 2023. 53 funds tracked by Wall St. Rank hold DRTS as of Q1 2026.

  • Steward Partners Investment Advisory held 3,300 shares of Alpha Tau Medical worth $23.3K as of Q1 2026.
  • Steward Partners Investment Advisory left its Alpha Tau Medical share count unchanged in Q1 2026.
  • Alpha Tau Medical made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3157 holding.
  • Steward Partners Investment Advisory first reported a position in Alpha Tau Medical in Q1 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Alpha Tau Medical position peaked at $26.4K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.