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Atlas Brown’s Alphatec Holdings ATEC Stock Holding History

Atlas Brown’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 		$132K Hold
12,800
– – 0.03% 236
2026
Q2 		$111K Buy
+12,800
New +$117K 0.03% 237
2026
Q1 		– Sell
-11,506
Closed -$242K – 227
2025
Q4 		$242K Hold
11,506
– – 0.07% 201
2025
Q3 		$167K Buy
+11,506
New +$160K 0.05% 225

Other funds holding ATEC

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atlas Brown's ATEC Position: Q3 2026 in Review

Atlas Brown held its Alphatec Holdings (ATEC) position steady in Q3 2026 at 12,800 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #236.

Atlas Brown first reported a position in ATEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • Atlas Brown held 12,800 shares of Alphatec Holdings worth $132K as of Q3 2026.
  • Atlas Brown left its Alphatec Holdings share count unchanged in Q3 2026.
  • Alphatec Holdings made up 0.03% of Atlas Brown's portfolio in Q3 2026, its #236 holding.
  • Atlas Brown first reported a position in Alphatec Holdings in Q3 2025 and has held it in 4 quarters since.
  • Atlas Brown's Alphatec Holdings position peaked at $242K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.