Belpointe Asset Management’s Alphatec Holdings ATEC Stock Holding History

Belpointe Asset Management’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	$145K	Buy	16,815 +2,660	+19%	+$24.2K	﹤0.01%	1092
2026 Q1	$154K	Buy	14,155 +105	+0.7%	+$1.53K	0.01%	1038
2025 Q4	$296K	Hold	14,050	–	–	0.01%	829
2025 Q3	$204K	Sell	14,050 -4,450	-24%	-$61.9K	0.01%	929
2025 Q2	$205K	Hold	18,500	–	–	0.01%	878
2025 Q1	$188K	Buy	18,500 +3,500	+23%	+$37.6K	0.01%	868
2024 Q4	$104K	Sell	15,000 -1,000	-6%	-$7.98K	0.01%	833
2024 Q3	$89K	Buy	+16,000	New	+$123K	0.01%	846
2023 Q2	–	Sell	-2,177	Closed	-$34K	–	777
2023 Q1	$34K	Buy	2,177 +177	+9%	+$2.5K	﹤0.01%	1963
2022 Q4	$24.7K	Buy	+2,000	New	+$20.2K	﹤0.01%	2032

Other funds holding ATEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Belpointe Asset Management's ATEC Position: Q2 2026 in Review

Belpointe Asset Management increased its Alphatec Holdings (ATEC) stake by 19% in Q2 2026, buying an estimated $24.2K and bringing the position to 16,815 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Belpointe Asset Management first reported a position in ATEC in Q4 2022 and has held it in 10 quarters since. The position peaked at $296K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

Belpointe Asset Management held 16,815 shares of Alphatec Holdings worth $145K as of Q2 2026.
Belpointe Asset Management bought 2,660 Alphatec Holdings shares in Q2 2026, an estimated $24.2K.
Alphatec Holdings made up ﹤0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1092 holding.
Belpointe Asset Management first reported a position in Alphatec Holdings in Q4 2022 and has held it in 10 quarters since.
Belpointe Asset Management's Alphatec Holdings position peaked at $296K in Q4 2025.
267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.