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 Q3	$155K	Hold	15,000	–	–	﹤0.01%	734
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Avidian Wealth Enterprises's ATEC Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Alphatec Holdings (ATEC) position steady in Q3 2026 at 15,000 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Avidian Wealth Enterprises first reported a position in ATEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $243K in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

Avidian Wealth Enterprises held 15,000 shares of Alphatec Holdings worth $155K as of Q3 2026.
Avidian Wealth Enterprises left its Alphatec Holdings share count unchanged in Q3 2026.
Alphatec Holdings made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #734 holding.
Avidian Wealth Enterprises first reported a position in Alphatec Holdings in Q2 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Alphatec Holdings position peaked at $243K in Q4 2025.
22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.