Cassaday & Co Wealth Management’s Alphatec Holdings ATEC Stock Holding History

Cassaday & Co Wealth 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 Q1	$12K	Buy	+1,104	New	+$16.1K	﹤0.01%	861

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassaday & Co Wealth Management's ATEC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Alphatec Holdings (ATEC) in Q1 2026: 1,104 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings.

285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

Cassaday & Co Wealth Management held 1,104 shares of Alphatec Holdings worth $12K as of Q1 2026.
Alphatec Holdings was a new Cassaday & Co Wealth Management position in Q1 2026.
Alphatec Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #861 holding.
285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.