Cyndeo Wealth Partners’s Alphatec Holdings ATEC Stock Holding History

Cyndeo Wealth Partners’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	$405K	Hold	46,841	–	–	0.02%	382
2026 Q1	$510K	Hold	46,841	–	–	0.03%	322
2025 Q4	$986K	Hold	46,841	–	–	0.05%	240
2025 Q3	$681K	Hold	46,841	–	–	0.04%	279
2025 Q2	$520K	Hold	46,841	–	–	0.03%	300
2025 Q1	$475K	Hold	46,841	–	–	0.03%	305
2024 Q4	$430K	Hold	46,841	–	–	0.03%	319
2024 Q3	$260K	Hold	46,841	–	–	0.02%	396
2024 Q2	$489K	Hold	46,841	–	–	0.04%	285
2024 Q1	$646K	Hold	46,841	–	–	0.05%	236
2023 Q4	$708K	Hold	46,841	–	–	0.07%	218
2023 Q3	$608K	Hold	46,841	–	–	0.06%	211
2023 Q2	$842K	Hold	46,841	–	–	0.09%	179
2023 Q1	$731K	Hold	46,841	–	–	0.08%	193
2022 Q4	$578K	Buy	+46,841	New	+$472K	0.07%	204

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

Cyndeo Wealth Partners's ATEC Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Alphatec Holdings (ATEC) position steady in Q2 2026 at 46,841 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #382.

Cyndeo Wealth Partners first reported a position in ATEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $986K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

Cyndeo Wealth Partners held 46,841 shares of Alphatec Holdings worth $405K as of Q2 2026.
Cyndeo Wealth Partners left its Alphatec Holdings share count unchanged in Q2 2026.
Alphatec Holdings made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #382 holding.
Cyndeo Wealth Partners first reported a position in Alphatec Holdings in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Alphatec Holdings position peaked at $986K in Q4 2025.
267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.