SF
DRTS icon

Summit Financial’s Alpha Tau Medical DRTS Stock Holding History

Summit Financial’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 		$212K Sell
30,000
-14,046
-32% -$99.2K ﹤0.01% 1325
2025
Q4 		$218K Sell
44,046
-7,564
-15% -$31.9K ﹤0.01% 1217
2025
Q3 		$233K Buy
+51,610
New +$176K ﹤0.01% 1154

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

Summit Financial's DRTS Position: Q1 2026 in Review

Summit Financial reduced its Alpha Tau Medical (DRTS) stake by 32% in Q1 2026, selling an estimated $99.2K and leaving 30,000 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Summit Financial first reported a position in DRTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $233K in Q3 2025. 53 funds tracked by Wall St. Rank hold DRTS as of Q1 2026.

  • Summit Financial held 30,000 shares of Alpha Tau Medical worth $212K as of Q1 2026.
  • Summit Financial sold 14,046 Alpha Tau Medical shares in Q1 2026, an estimated $99.2K.
  • Alpha Tau Medical made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1325 holding.
  • Summit Financial first reported a position in Alpha Tau Medical in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Alpha Tau Medical position peaked at $233K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.