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Contravisory Investment Management’s Alphatec Holdings ATEC Stock Holding History

Contravisory Investment 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 		– Sell
-17,023
Closed -$185K – 396
2026
Q1 		$185K Sell
17,023
-28
-0.2% -$408 0.04% 215
2025
Q4 		$359K Sell
17,051
-631
-4% -$11.7K 0.07% 171
2025
Q3 		$257K Buy
+17,682
New +$246K 0.05% 223

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

Contravisory Investment Management's ATEC Position: Q2 2026 in Review

Contravisory Investment Management sold out of Alphatec Holdings (ATEC) in Q2 2026, closing a stake of 17,023 shares — an estimated $185K sold.

Contravisory Investment Management first reported a position in ATEC in Q3 2025 and held it in 3 quarters. The position peaked at $359K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Contravisory Investment Management reported no remaining Alphatec Holdings position as of Q2 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 17,023 Alphatec Holdings shares in Q2 2026, an estimated $185K.
  • Contravisory Investment Management first reported a position in Alphatec Holdings in Q3 2025 and held it in 3 quarters.
  • Contravisory Investment Management's Alphatec Holdings position peaked at $359K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.