Congress Asset Management
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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
Q3 		$5.49M Buy
532,069
+91,431
+21% +$868K 0.04% 264
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Congress Asset Management's ATEC Position: Q3 2026 in Review

Congress Asset Management increased its Alphatec Holdings (ATEC) stake by 21% in Q3 2026, buying an estimated $868K and bringing the position to 532,069 shares worth $5.49M. The position accounts for 0.04% of the portfolio, ranked #264.

Congress Asset Management first reported a position in ATEC in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.86M in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • Congress Asset Management held 532,069 shares of Alphatec Holdings worth $5.49M as of Q3 2026.
  • Congress Asset Management bought 91,431 Alphatec Holdings shares in Q3 2026, an estimated $868K.
  • Alphatec Holdings made up 0.04% of Congress Asset Management's portfolio in Q3 2026, its #264 holding.
  • Congress Asset Management first reported a position in Alphatec Holdings in Q1 2024 and has held it in 11 quarters since.
  • Congress Asset Management's Alphatec Holdings position peaked at $7.86M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.