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Congress Asset Management’s Alphatec Holdings ATEC Stock Holding History

Congress Asset 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
Q2 		$3.81M Buy
440,638
+4,923
+1% +$44.8K 0.02% 262
2026
Q1 		$4.74M Buy
435,715
+62,152
+17% +$905K 0.03% 253
2025
Q4 		$7.86M Sell
373,563
-10,771
-3% -$199K 0.06% 206
2025
Q3 		$5.59M Sell
384,334
-3,801
-1% -$52.9K 0.04% 226
2025
Q2 		$4.31M Sell
388,135
-44,777
-10% -$514K 0.03% 239
2025
Q1 		$4.39M Sell
432,912
-2,054
-0.5% -$22K 0.03% 235
2024
Q4 		$3.99M Buy
434,966
+305,296
+235% +$2.44M 0.03% 245
2024
Q3 		$721K Sell
129,670
-1,479
-1% -$11.4K ﹤0.01% 311
2024
Q2 		$1.37M Sell
131,149
-1,454
-1% -$16.9K 0.01% 289
2024
Q1 		$1.83M Buy
+132,603
New +$1.97M 0.01% 279

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

Congress Asset Management's ATEC Position: Q2 2026 in Review

Congress Asset Management increased its Alphatec Holdings (ATEC) stake by 1.1% in Q2 2026, buying an estimated $44.8K and bringing the position to 440,638 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #262.

Congress Asset Management first reported a position in ATEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.86M in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Congress Asset Management held 440,638 shares of Alphatec Holdings worth $3.81M as of Q2 2026.
  • Congress Asset Management bought 4,923 Alphatec Holdings shares in Q2 2026, an estimated $44.8K.
  • Alphatec Holdings made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #262 holding.
  • Congress Asset Management first reported a position in Alphatec Holdings in Q1 2024 and has held it in 10 quarters since.
  • Congress Asset Management's Alphatec Holdings position peaked at $7.86M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.