Creative Planning
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Creative Planning’s Alphatec Holdings ATEC Stock Holding History

Creative Planning’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 		$954K Buy
110,289
+51,079
+86% +$465K ﹤0.01% 2677
2026
Q1 		$644K Buy
59,210
+16,491
+39% +$240K ﹤0.01% 2826
2025
Q4 		$899K Sell
42,719
-15,935
-27% -$295K ﹤0.01% 2366
2025
Q3 		$853K Buy
58,654
+534
+0.9% +$7.43K ﹤0.01% 2266
2025
Q2 		$645K Sell
58,120
-1,077
-2% -$12.4K ﹤0.01% 2244
2025
Q1 		$600K Buy
59,197
+4,392
+8% +$47.1K ﹤0.01% 2123
2024
Q4 		$503K Buy
54,805
+6,194
+13% +$49.4K ﹤0.01% 2218
2024
Q3 		$270K Buy
48,611
+22,171
+84% +$170K ﹤0.01% 2606
2024
Q2 		$276K Buy
26,440
+14,007
+113% +$163K ﹤0.01% 2420
2024
Q1 		$171K Buy
12,433
+1,008
+9% +$14.9K ﹤0.01% 2609
2023
Q4 		$173K Sell
11,425
-12,080
-51% -$144K ﹤0.01% 2475
2023
Q3 		$305K Buy
+23,505
New +$368K ﹤0.01% 1931
2023
Q1 		– Sell
-11,464
Closed -$142K – 2657
2022
Q4 		$142K Buy
11,464
+117
+1% +$1.18K ﹤0.01% 2098
2022
Q3 		$99K Sell
11,347
-93
-0.8% -$736 ﹤0.01% 2030
2022
Q2 		$75K Buy
11,440
+440
+4% +$4.05K ﹤0.01% 2004
2022
Q1 		$127K Buy
+11,000
New +$119K ﹤0.01% 1963
2020
Q4 		– Sell
-37,100
Closed -$246K – 2348
2020
Q3 		$246K Sell
37,100
-3,120
-8% -$17.6K ﹤0.01% 1556
2020
Q2 		$189K Buy
+40,220
New +$178K ﹤0.01% 1545

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

Creative Planning's ATEC Position: Q2 2026 in Review

Creative Planning increased its Alphatec Holdings (ATEC) stake by 86% in Q2 2026, buying an estimated $465K and bringing the position to 110,289 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Creative Planning first reported a position in ATEC in Q2 2020 and has held it in 18 quarters since. 268 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Creative Planning held 110,289 shares of Alphatec Holdings worth $954K as of Q2 2026.
  • Creative Planning bought 51,079 Alphatec Holdings shares in Q2 2026, an estimated $465K.
  • Alphatec Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2677 holding.
  • Creative Planning first reported a position in Alphatec Holdings in Q2 2020 and has held it in 18 quarters since.
  • 268 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.