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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
Q2 		$246K Sell
19,570
-10,430
-35% -$94.7K ﹤0.01% 1423
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

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

Summit Financial's DRTS Position: Q2 2026 in Review

Summit Financial reduced its Alpha Tau Medical (DRTS) stake by 35% in Q2 2026, selling an estimated $94.7K and leaving 19,570 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Summit Financial first reported a position in DRTS in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

  • Summit Financial held 19,570 shares of Alpha Tau Medical worth $246K as of Q2 2026.
  • Summit Financial sold 10,430 Alpha Tau Medical shares in Q2 2026, an estimated $94.7K.
  • Alpha Tau Medical made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1423 holding.
  • Summit Financial first reported a position in Alpha Tau Medical in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.