Commonwealth Equity Services
ATEC icon

Commonwealth Equity Services’s Alphatec Holdings ATEC Stock Holding History

Commonwealth Equity Services’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 		$342K Buy
39,509
+9,363
+31% +$85.3K ﹤0.01% 3656
2026
Q1 		$328K Buy
30,146
+774
+3% +$11.3K ﹤0.01% 3584
2025
Q4 		$618K Sell
29,372
-11,409
-28% -$211K ﹤0.01% 2997
2025
Q3 		$593K Buy
40,781
+1,156
+3% +$16.1K ﹤0.01% 3035
2025
Q2 		$440K Buy
39,625
+3,167
+9% +$36.4K ﹤0.01% 3261
2025
Q1 		$370K Sell
36,458
-471
-1% -$5.06K ﹤0.01% 3299
2024
Q4 		$339K Buy
36,929
+13,246
+56% +$106K ﹤0.01% 3305
2024
Q3 		$132K Buy
23,683
+5,398
+30% +$41.4K ﹤0.01% 3812
2024
Q2 		$191K Hold
18,285
– – ﹤0.01% 3651
2024
Q1 		$252K Buy
18,285
+2,466
+16% +$36.6K ﹤0.01% 3434
2023
Q4 		$239K Buy
15,819
+5,312
+51% +$63.5K ﹤0.01% 3359
2023
Q3 		$136K Sell
10,507
-750
-7% -$11.7K ﹤0.01% 3503
2023
Q2 		$202K Sell
11,257
-3,580
-24% -$55.8K ﹤0.01% 3394
2023
Q1 		$231 Buy
14,837
+1,024
+7% +$14.5K ﹤0.01% 3183
2022
Q4 		$170K Sell
13,813
-1,000
-7% -$10.1K ﹤0.01% 3292
2022
Q3 		$129K Buy
14,813
+4,647
+46% +$36.8K ﹤0.01% 3313
2022
Q2 		$66K Buy
+10,166
New +$93.7K ﹤0.01% 3443

Other funds holding ATEC

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Commonwealth Equity Services's ATEC Position: Q2 2026 in Review

Commonwealth Equity Services increased its Alphatec Holdings (ATEC) stake by 31% in Q2 2026, buying an estimated $85.3K and bringing the position to 39,509 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Commonwealth Equity Services first reported a position in ATEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $618K in Q4 2025. 50 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Commonwealth Equity Services held 39,509 shares of Alphatec Holdings worth $342K as of Q2 2026.
  • Commonwealth Equity Services bought 9,363 Alphatec Holdings shares in Q2 2026, an estimated $85.3K.
  • Alphatec Holdings made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3656 holding.
  • Commonwealth Equity Services first reported a position in Alphatec Holdings in Q2 2022 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Alphatec Holdings position peaked at $618K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.