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Diversified Trust’s Alphatec Holdings ATEC Stock Holding History

Diversified Trust’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 		$446K Buy
51,503
+36,627
+246% +$334K 0.01% 798
2026
Q1 		$162K Buy
14,876
+2,227
+18% +$32.4K ﹤0.01% 989
2025
Q4 		$266K Buy
12,649
+1,868
+17% +$34.6K ﹤0.01% 867
2025
Q3 		$157K Buy
+10,781
New +$150K ﹤0.01% 948

Other funds holding ATEC

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Diversified Trust's ATEC Position: Q2 2026 in Review

Diversified Trust increased its Alphatec Holdings (ATEC) stake by 246% in Q2 2026, buying an estimated $334K and bringing the position to 51,503 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #798.

Diversified Trust first reported a position in ATEC in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Diversified Trust held 51,503 shares of Alphatec Holdings worth $446K as of Q2 2026.
  • Diversified Trust bought 36,627 Alphatec Holdings shares in Q2 2026, an estimated $334K.
  • Alphatec Holdings made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #798 holding.
  • Diversified Trust first reported a position in Alphatec Holdings in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.