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Atria Investments’s Alphatec Holdings ATEC Stock Holding History

Atria Investments’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 		$227K Buy
20,891
+1,096
+6% +$16K ﹤0.01% 1914
2025
Q4 		$416K Sell
19,795
-3,270
-14% -$60.5K ﹤0.01% 1555
2025
Q3 		$335K Sell
23,065
-1,859
-7% -$25.9K ﹤0.01% 1664
2025
Q2 		$277K Buy
24,924
+421
+2% +$4.84K ﹤0.01% 1759
2025
Q1 		$248K Buy
24,503
+918
+4% +$9.85K ﹤0.01% 1722
2024
Q4 		$217K Buy
23,585
+3,976
+20% +$31.7K ﹤0.01% 1747
2024
Q3 		$109K Buy
19,609
+1,460
+8% +$11.2K ﹤0.01% 1869
2024
Q2 		$190K Buy
+18,149
New +$211K ﹤0.01% 1828

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T 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 $570B 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 $240B 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

Atria Investments's ATEC Position: Q1 2026 in Review

Atria Investments increased its Alphatec Holdings (ATEC) stake by 5.5% in Q1 2026, buying an estimated $16K and bringing the position to 20,891 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Atria Investments first reported a position in ATEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $416K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Atria Investments held 20,891 shares of Alphatec Holdings worth $227K as of Q1 2026.
  • Atria Investments bought 1,096 Alphatec Holdings shares in Q1 2026, an estimated $16K.
  • Alphatec Holdings made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1914 holding.
  • Atria Investments first reported a position in Alphatec Holdings in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Alphatec Holdings position peaked at $416K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.