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Clearstead Advisors’s Alphatec Holdings ATEC Stock Holding History

Clearstead 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
Q2 		$2.08K Buy
240
+209
+674% +$1.9K ﹤0.01% 2470
2026
Q1 		$338 Hold
31
– – ﹤0.01% 2139
2025
Q4 		$653 Sell
31
-811
-96% -$15K ﹤0.01% 2282
2025
Q3 		$12.2K Buy
842
+87
+12% +$1.21K ﹤0.01% 1852
2025
Q2 		$8.38K Buy
+755
New +$8.67K ﹤0.01% 1942

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clearstead Advisors's ATEC Position: Q2 2026 in Review

Clearstead Advisors increased its Alphatec Holdings (ATEC) stake by 674% in Q2 2026, buying an estimated $1.9K and bringing the position to 240 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Clearstead Advisors first reported a position in ATEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q3 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Clearstead Advisors held 240 shares of Alphatec Holdings worth $2.08K as of Q2 2026.
  • Clearstead Advisors bought 209 Alphatec Holdings shares in Q2 2026, an estimated $1.9K.
  • Alphatec Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2470 holding.
  • Clearstead Advisors first reported a position in Alphatec Holdings in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Alphatec Holdings position peaked at $12.2K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.