AF
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Allworth Financial’s Alphatec Holdings ATEC Stock Holding History

Allworth Financial’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
Q1 		$39.7K Buy
3,651
+1,546
+73% +$22.5K ﹤0.01% 2500
2025
Q4 		$44.3K Buy
2,105
+114
+6% +$2.11K ﹤0.01% 2280
2025
Q3 		$28.9K Buy
1,991
+156
+9% +$2.17K ﹤0.01% 2483
2025
Q2 		$20.4K Buy
1,835
+81
+5% +$930 ﹤0.01% 2508
2025
Q1 		$20K Hold
1,754
– – ﹤0.01% 2083
2024
Q4 		$20K Sell
1,754
-50
-3% -$399 ﹤0.01% 2106
2024
Q3 		$10K Buy
1,804
+204
+13% +$1.57K ﹤0.01% 2254
2024
Q2 		$17.7K Hold
1,600
– – ﹤0.01% 1957
2024
Q1 		$22.1K Hold
1,600
– – ﹤0.01% 1716
2023
Q4 		$24.2K Hold
1,600
– – ﹤0.01% 1535
2023
Q3 		$20.8K Hold
1,600
– – ﹤0.01% 1489
2023
Q2 		$28.8K Hold
1,600
– – ﹤0.01% 1342
2023
Q1 		$25K Hold
1,600
– – ﹤0.01% 1336
2022
Q4 		$19.8K Hold
1,600
– – ﹤0.01% 1370
2022
Q3 		$14K Buy
1,600
+113
+8% +$894 ﹤0.01% 1431
2022
Q2 		$10K Buy
+1,487
New +$13.7K ﹤0.01% 1563

Other funds holding ATEC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return