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Trifecta Capital Advisors’s Alpha Tau Medical DRTS Stock Holding History

Trifecta Capital Advisors’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 		$68.6K Hold
9,700
– – 0.01% 165
2025
Q4 		$48K Buy
+9,700
New +$40.9K 0.01% 168

Other funds holding DRTS

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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

Trifecta Capital Advisors's DRTS Position: Q1 2026 in Review

Trifecta Capital Advisors held its Alpha Tau Medical (DRTS) position steady in Q1 2026 at 9,700 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #165.

Trifecta Capital Advisors first reported a position in DRTS in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold DRTS as of Q1 2026.

  • Trifecta Capital Advisors held 9,700 shares of Alpha Tau Medical worth $68.6K as of Q1 2026.
  • Trifecta Capital Advisors left its Alpha Tau Medical share count unchanged in Q1 2026.
  • Alpha Tau Medical made up 0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #165 holding.
  • Trifecta Capital Advisors first reported a position in Alpha Tau Medical in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.