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Avid Wealth Partners’s Alphatec Holdings ATEC Stock Holding History

Avid Wealth Partners’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
Q2 		$649K Hold
75,062
– – 0.31% 37
2026
Q1 		$817K Buy
75,062
+16,933
+29% +$247K 0.39% 36
2025
Q4 		$1.22M Buy
+58,129
New +$1.08M 0.6% 28

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Avid Wealth Partners's ATEC Position: Q2 2026 in Review

Avid Wealth Partners held its Alphatec Holdings (ATEC) position steady in Q2 2026 at 75,062 shares worth $649K. The position accounts for 0.31% of the portfolio, ranked #37.

Avid Wealth Partners first reported a position in ATEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Avid Wealth Partners held 75,062 shares of Alphatec Holdings worth $649K as of Q2 2026.
  • Avid Wealth Partners left its Alphatec Holdings share count unchanged in Q2 2026.
  • Alphatec Holdings made up 0.31% of Avid Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Avid Wealth Partners first reported a position in Alphatec Holdings in Q4 2025 and has held it in 3 quarters since.
  • Avid Wealth Partners's Alphatec Holdings position peaked at $1.22M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.