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

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return