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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
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

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

Trifecta Capital Advisors's DRTS Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its Alpha Tau Medical (DRTS) stake by 9.8% in Q2 2026, selling an estimated $8.62K and leaving 8,750 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #146.

Trifecta Capital Advisors first reported a position in DRTS in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold DRTS as of Q2 2026.

  • Trifecta Capital Advisors held 8,750 shares of Alpha Tau Medical worth $110K as of Q2 2026.
  • Trifecta Capital Advisors sold 950 Alpha Tau Medical shares in Q2 2026, an estimated $8.62K.
  • Alpha Tau Medical made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #146 holding.
  • Trifecta Capital Advisors first reported a position in Alpha Tau Medical in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.