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USAdvisors Wealth Management’s Alpha Tau Medical DRTS Stock Holding History

USAdvisors Wealth Management’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
2025
Q2 		– Sell
-10,687
Closed -$26K – 138
2025
Q1 		$26K Hold
10,687
– – 0.01% 135
2024
Q4 		$33K Hold
10,687
– – 0.01% 136
2024
Q3 		$24K Hold
10,687
– – 0.01% 126
2024
Q2 		$27K Buy
10,687
+449
+4% +$1.14K 0.01% 124
2024
Q1 		$30K Buy
+10,238
New +$31.4K 0.01% 135

Other funds holding DRTS

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USAdvisors Wealth Management's DRTS Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of Alpha Tau Medical (DRTS) in Q2 2025, closing a stake of 10,687 shares — an estimated $26K sold.

USAdvisors Wealth Management first reported a position in DRTS in Q1 2024 and held it in 5 quarters. The position peaked at $33K in Q4 2024. 24 funds tracked by Wall St. Rank hold DRTS as of Q2 2025.

  • USAdvisors Wealth Management reported no remaining Alpha Tau Medical position as of Q2 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 10,687 Alpha Tau Medical shares in Q2 2025, an estimated $26K.
  • USAdvisors Wealth Management first reported a position in Alpha Tau Medical in Q1 2024 and held it in 5 quarters.
  • USAdvisors Wealth Management's Alpha Tau Medical position peaked at $33K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.