Trifecta Capital Advisors
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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
Q3 		– Sell
-8,750
Closed -$110K – 359
2026
Q2 		$110K Sell
8,750
-950
-10% -$8.62K 0.01% 146
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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Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Trifecta Capital Advisors's DRTS Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Alpha Tau Medical (DRTS) in Q3 2026, closing a stake of 8,750 shares — an estimated $110K sold.

Trifecta Capital Advisors first reported a position in DRTS in Q4 2025 and held it in 3 quarters. The position peaked at $110K in Q2 2026. 12 funds tracked by Wall St. Rank hold DRTS as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Alpha Tau Medical position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 8,750 Alpha Tau Medical shares in Q3 2026, an estimated $110K.
  • Trifecta Capital Advisors first reported a position in Alpha Tau Medical in Q4 2025 and held it in 3 quarters.
  • Trifecta Capital Advisors's Alpha Tau Medical position peaked at $110K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.