Taylor & Morgan Wealth Management’s Perspective Therapeutics CATX Stock Holding History

Taylor & Morgan Wealth Management’s Portfolio CATX Stock Details CATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225K	Buy	66,000 +37,000	+128%	+$140K	0.11%	79
2026 Q1	$121K	Sell	29,000 -68,000	-70%	-$287K	0.07%	79
2025 Q4	$267K	Buy	97,000 +6,000	+7%	+$17.1K	0.15%	68
2025 Q3	$312K	Sell	91,000 -3,000	-3%	-$10.9K	0.19%	58
2025 Q2	$323K	Buy	94,000 +4,000	+4%	+$10.6K	0.22%	52
2025 Q1	$192K	Buy	90,000 +34,000	+61%	+$102K	0.14%	64
2024 Q4	$179K	Buy	56,000 +26,000	+87%	+$212K	0.13%	71
2024 Q3	$401K	Buy	+30,000	New	+$399K	0.27%	48
2024 Q2	–	Sell	-25,000	Closed	-$298K	–	65
2024 Q1	$298K	Sell	25,000 -37,500	-60%	-$320K	0.22%	51
2023 Q4	$251K	Buy	62,500 +5,000	+9%	+$14.1K	0.2%	51
2023 Q3	$157K	Sell	57,500 -2,058	-3%	-$9.6K	0.14%	55
2023 Q2	$398K	Sell	59,558 -16,426	-22%	-$99.7K	0.33%	44
2023 Q1	$485K	Sell	75,984 -1,051	-1%	-$4.29K	0.42%	44
2022 Q4	$190K	Hold	77,035	–	–	0.18%	62
2022 Q3	$177K	Sell	77,035 -500	-0.6%	-$1.71K	0.18%	60
2022 Q2	$240K	Buy	77,535 +22,535	+41%	+$68.8K	0.23%	59
2022 Q1	$200K	Buy	55,000 +21,000	+62%	+$76.6K	0.16%	60
2021 Q4	$132K	Buy	+34,000	New	+$181K	0.11%	64

Other funds holding CATX

NWMG

Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

KWM

Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $598M AUM 26.27% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Taylor & Morgan Wealth Management's CATX Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Perspective Therapeutics (CATX) stake by 128% in Q2 2026, buying an estimated $140K and bringing the position to 66,000 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #79.

Taylor & Morgan Wealth Management first reported a position in CATX in Q4 2021 and has held it in 18 quarters since. The position peaked at $485K in Q1 2023. 24 funds tracked by Wall St. Rank hold CATX as of Q2 2026.

Taylor & Morgan Wealth Management held 66,000 shares of Perspective Therapeutics worth $225K as of Q2 2026.
Taylor & Morgan Wealth Management bought 37,000 Perspective Therapeutics shares in Q2 2026, an estimated $140K.
Perspective Therapeutics made up 0.11% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #79 holding.
Taylor & Morgan Wealth Management first reported a position in Perspective Therapeutics in Q4 2021 and has held it in 18 quarters since.
Taylor & Morgan Wealth Management's Perspective Therapeutics position peaked at $485K in Q1 2023.
24 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.