CIBC Private Wealth Group
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CIBC Private Wealth Group’s Alphatec Holdings ATEC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$187K Buy
8,895
+91
+1% +$1.68K ﹤0.01% 1223
2025
Q3 		$128K Sell
8,804
-3,700
-30% -$51.5K ﹤0.01% 1379
2025
Q2 		$139K Sell
12,504
-3,000
-19% -$34.5K ﹤0.01% 1262
2025
Q1 		$146K Sell
15,504
-1,650
-10% -$17.7K ﹤0.01% 1199
2024
Q4 		$166K Buy
17,154
+2,750
+19% +$22K ﹤0.01% 1228
2024
Q3 		$80.1K Buy
14,404
+1,000
+7% +$7.68K ﹤0.01% 1586
2024
Q2 		$144K Buy
13,404
+1,000
+8% +$11.6K ﹤0.01% 1245
2024
Q1 		$173K Hold
12,404
– – ﹤0.01% 1182
2023
Q4 		$187K Sell
12,404
-5,000
-29% -$59.8K ﹤0.01% 1080
2023
Q3 		$226K Buy
17,404
+5,000
+40% +$78.3K ﹤0.01% 967
2023
Q2 		$223K Sell
12,404
-500
-4% -$7.79K ﹤0.01% 816
2023
Q1 		$201K Hold
12,904
– – ﹤0.01% 845
2022
Q4 		$159 Hold
12,904
– – ﹤0.01% 825
2022
Q3 		$113K Buy
12,904
+1,000
+8% +$7.91K ﹤0.01% 874
2022
Q2 		$78K Hold
11,904
– – ﹤0.01% 939
2022
Q1 		$137K Hold
11,904
– – ﹤0.01% 986
2021
Q4 		$136K Buy
11,904
+150
+1% +$1.77K ﹤0.01% 989
2021
Q3 		$143K Buy
11,754
+1,350
+13% +$18.8K ﹤0.01% 909
2021
Q2 		$159K Buy
10,404
+400
+4% +$6.17K ﹤0.01% 1007
2021
Q1 		$158K Buy
+10,004
New +$157K ﹤0.01% 1006

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

CIBC Private Wealth Group's ATEC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Alphatec Holdings (ATEC) stake by 1% in Q4 2025, buying an estimated $1.68K and bringing the position to 8,895 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

CIBC Private Wealth Group first reported a position in ATEC in Q1 2021 and has held it in 20 quarters since. The position peaked at $226K in Q3 2023. 283 funds tracked by Wall St. Rank hold ATEC as of Q4 2025.

  • CIBC Private Wealth Group held 8,895 shares of Alphatec Holdings worth $187K as of Q4 2025.
  • CIBC Private Wealth Group bought 91 Alphatec Holdings shares in Q4 2025, an estimated $1.68K.
  • Alphatec Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1223 holding.
  • CIBC Private Wealth Group first reported a position in Alphatec Holdings in Q1 2021 and has held it in 20 quarters since.
  • CIBC Private Wealth Group's Alphatec Holdings position peaked at $226K in Q3 2023.
  • 283 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.