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Avidian Wealth Enterprises’s Alphatec Holdings ATEC Stock Holding History

Avidian Wealth Enterprises’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 		$130K Buy
15,000
+3,446
+30% +$31.4K ﹤0.01% 722
2026
Q1 		$126K Buy
11,554
+11
+0.1% +$160 ﹤0.01% 661
2025
Q4 		$243K Buy
11,543
+43
+0.4% +$796 0.01% 514
2025
Q3 		$167K Hold
11,500
– – 0.01% 567
2025
Q2 		$128K Hold
11,500
– – 0.01% 539
2025
Q1 		$117K Hold
11,500
– – 0.01% 507
2024
Q4 		$106K Hold
11,500
– – ﹤0.01% 496
2024
Q3 		$63.9K Buy
11,500
+600
+6% +$4.61K ﹤0.01% 494
2024
Q2 		$114K Buy
+10,900
New +$127K ﹤0.01% 488

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

Avidian Wealth Enterprises's ATEC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Alphatec Holdings (ATEC) stake by 30% in Q2 2026, buying an estimated $31.4K and bringing the position to 15,000 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Avidian Wealth Enterprises first reported a position in ATEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $243K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Avidian Wealth Enterprises held 15,000 shares of Alphatec Holdings worth $130K as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,446 Alphatec Holdings shares in Q2 2026, an estimated $31.4K.
  • Alphatec Holdings made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #722 holding.
  • Avidian Wealth Enterprises first reported a position in Alphatec Holdings in Q2 2024 and has held it in 9 quarters since.
  • Avidian Wealth Enterprises's Alphatec Holdings position peaked at $243K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.