Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Alphatec Holdings ATEC Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-14,844
Closed -$312K – 3936
2025
Q4 		$312K Buy
+14,844
New +$275K ﹤0.01% 3160

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VCM
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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

Cambridge Investment Research Advisors's ATEC Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 14,844 shares — an estimated $312K sold.

Cambridge Investment Research Advisors first reported a position in ATEC in Q4 2025 and held it in 1 quarter. The position peaked at $312K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 14,844 Alphatec Holdings shares in Q1 2026, an estimated $312K.
  • Cambridge Investment Research Advisors first reported a position in Alphatec Holdings in Q4 2025 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Alphatec Holdings position peaked at $312K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.