UBS AM
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UBS AM’s Perspective Therapeutics CATX Stock Holding History

UBS AM’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
2025
Q1 		– Sell
-70,150
Closed -$224K – 2650
2024
Q4 		$224K Buy
70,150
+11,472
+20% +$93.7K ﹤0.01% 2631
2024
Q3 		$783K Buy
58,678
+3,211
+6% +$42.7K ﹤0.01% 2495
2024
Q2 		$553K Buy
+55,467
New +$802K ﹤0.01% 2603

Other funds holding CATX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS AM's CATX Position: Q1 2025 in Review

UBS AM sold out of Perspective Therapeutics (CATX) in Q1 2025, closing a stake of 70,150 shares — an estimated $224K sold.

UBS AM first reported a position in CATX in Q2 2024 and held it in 3 quarters. The position peaked at $783K in Q3 2024. 112 funds tracked by Wall St. Rank hold CATX as of Q1 2025.

  • UBS AM reported no remaining Perspective Therapeutics position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 70,150 Perspective Therapeutics shares in Q1 2025, an estimated $224K.
  • UBS AM first reported a position in Perspective Therapeutics in Q2 2024 and held it in 3 quarters.
  • UBS AM's Perspective Therapeutics position peaked at $783K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.