Congress Wealth Management
ATEC icon

Congress Wealth Management’s Alphatec Holdings ATEC Stock Holding History

Congress Wealth 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
2025
Q2 		$1.03M Sell
92,722
-106
-0.1% -$1.22K 0.01% 697
2025
Q1 		$941K Buy
+92,828
New +$996K 0.01% 646

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Congress Wealth Management's ATEC Position: Q2 2025 in Review

Congress Wealth Management reduced its Alphatec Holdings (ATEC) stake by 0.11% in Q2 2025, selling an estimated $1.22K and leaving 92,722 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #697.

Congress Wealth Management first reported a position in ATEC in Q1 2025 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold ATEC as of Q2 2025.

  • Congress Wealth Management held 92,722 shares of Alphatec Holdings worth $1.03M as of Q2 2025.
  • Congress Wealth Management sold 106 Alphatec Holdings shares in Q2 2025, an estimated $1.22K.
  • Alphatec Holdings made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #697 holding.
  • Congress Wealth Management first reported a position in Alphatec Holdings in Q1 2025 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.