Superior Planning, LLC’s Alphatec Holdings ATEC Stock Holding History

Superior Planning, LLC’s Portfolio ATEC Stock Details ATEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$237	Buy	+23	New	+$218	﹤0.01%	2017

Other funds holding ATEC

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Superior Planning, LLC's ATEC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Alphatec Holdings (ATEC) in Q3 2026: 23 shares worth $237. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings.

172 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

Superior Planning, LLC held 23 shares of Alphatec Holdings worth $237 as of Q3 2026.
Alphatec Holdings was a new Superior Planning, LLC position in Q3 2026.
Alphatec Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2017 holding.
172 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.