Eldridge Investment Advisors’s Alphatec Holdings ATEC Stock Holding History

Eldridge Investment Advisors’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 Q1	$191K	Hold	17,585	–	–	0.04%	152
2025 Q4	$370K	Sell	17,585 -11,600	-40%	-$215K	0.08%	126
2025 Q3	$424K	Hold	29,185	–	–	0.1%	121
2025 Q2	$324K	Hold	29,185	–	–	0.07%	133
2025 Q1	$296K	Hold	29,185	–	–	0.07%	136
2024 Q4	$268K	Hold	29,185	–	–	0.06%	137
2024 Q3	$162K	Hold	29,185	–	–	0.04%	146
2024 Q2	$305K	Hold	29,185	–	–	0.08%	126
2024 Q1	$402K	Hold	29,185	–	–	0.1%	114
2023 Q4	$441K	Hold	29,185	–	–	0.12%	105
2023 Q3	$379K	Buy	+29,185	New	+$457K	0.13%	101

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eldridge Investment Advisors's ATEC Position: Q1 2026 in Review

Eldridge Investment Advisors held its Alphatec Holdings (ATEC) position steady in Q1 2026 at 17,585 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #152.

Eldridge Investment Advisors first reported a position in ATEC in Q3 2023 and has held it in 11 quarters since. The position peaked at $441K in Q4 2023. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

Eldridge Investment Advisors held 17,585 shares of Alphatec Holdings worth $191K as of Q1 2026.
Eldridge Investment Advisors left its Alphatec Holdings share count unchanged in Q1 2026.
Alphatec Holdings made up 0.04% of Eldridge Investment Advisors's portfolio in Q1 2026, its #152 holding.
Eldridge Investment Advisors first reported a position in Alphatec Holdings in Q3 2023 and has held it in 11 quarters since.
Eldridge Investment Advisors's Alphatec Holdings position peaked at $441K in Q4 2023.
285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.