WealthPlan Investment Management’s Perspective Therapeutics CATX Stock Holding History

WealthPlan Investment Management’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
2026 Q2	$1.38M	Hold	404,071	–	–	0.07%	199
2026 Q1	$1.68M	Hold	404,071	–	–	0.09%	173
2025 Q4	$1.11M	Hold	404,071	–	–	0.07%	189
2025 Q3	$1.39M	Buy	404,071 +3,022	+0.8%	+$11K	0.09%	157
2025 Q2	$1.38M	Hold	401,049	–	–	0.1%	155
2025 Q1	$854K	Hold	401,049	–	–	0.08%	141
2024 Q4	$1.28M	Buy	401,049 +61,757	+18%	+$504K	0.13%	121
2024 Q3	$4.53M	Buy	+339,292	New	+$4.51M	0.46%	73

Other funds holding CATX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SSC

Spruce Street Capital New York $510M AUM

WealthPlan Investment Management's CATX Position: Q2 2026 in Review

WealthPlan Investment Management held its Perspective Therapeutics (CATX) position steady in Q2 2026 at 404,071 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #199.

WealthPlan Investment Management first reported a position in CATX in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.53M in Q3 2024. 131 funds tracked by Wall St. Rank hold CATX as of Q2 2026.

WealthPlan Investment Management held 404,071 shares of Perspective Therapeutics worth $1.38M as of Q2 2026.
WealthPlan Investment Management left its Perspective Therapeutics share count unchanged in Q2 2026.
Perspective Therapeutics made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #199 holding.
WealthPlan Investment Management first reported a position in Perspective Therapeutics in Q3 2024 and has held it in 8 quarters since.
WealthPlan Investment Management's Perspective Therapeutics position peaked at $4.53M in Q3 2024.
131 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.