CX Institutional’s Alphatec Holdings ATEC Stock Holding History

CX Institutional’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	$217K	Hold	25,080	–	–	0.01%	729
2026 Q1	$273K	Sell	25,080 -1,000	-4%	-$14.6K	0.01%	635
2025 Q4	$549K	Hold	26,080	–	–	0.02%	395
2025 Q3	$379K	Sell	26,080 -1,000	-4%	-$13.9K	0.01%	506
2025 Q2	$301K	Hold	27,080	–	–	0.01%	504
2025 Q1	$275K	Buy	+27,080	New	+$291K	0.01%	505
2023 Q4	–	Sell	-28,080	Closed	-$364K	–	526
2023 Q3	$364K	Hold	28,080	–	–	0.02%	365
2023 Q2	$505K	Hold	28,080	–	–	0.03%	347
2023 Q1	$444K	Buy	+28,080	New	+$397K	0.02%	357
2020 Q4	–	Sell	-55,250	Closed	-$367K	–	858
2020 Q3	$367K	Buy	+55,250	New	+$312K	0.04%	223

Other funds holding ATEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CX Institutional's ATEC Position: Q2 2026 in Review

CX Institutional held its Alphatec Holdings (ATEC) position steady in Q2 2026 at 25,080 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #729.

CX Institutional first reported a position in ATEC in Q3 2020 and has held it in 10 quarters since. The position peaked at $549K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

CX Institutional held 25,080 shares of Alphatec Holdings worth $217K as of Q2 2026.
CX Institutional left its Alphatec Holdings share count unchanged in Q2 2026.
Alphatec Holdings made up 0.01% of CX Institutional's portfolio in Q2 2026, its #729 holding.
CX Institutional first reported a position in Alphatec Holdings in Q3 2020 and has held it in 10 quarters since.
CX Institutional's Alphatec Holdings position peaked at $549K in Q4 2025.
267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.