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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
Q2 		$152K Hold
17,585
– – 0.03% 162
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
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

Eldridge Investment Advisors's ATEC Position: Q2 2026 in Review

Eldridge Investment Advisors held its Alphatec Holdings (ATEC) position steady in Q2 2026 at 17,585 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #162.

Eldridge Investment Advisors first reported a position in ATEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $441K in Q4 2023. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Eldridge Investment Advisors held 17,585 shares of Alphatec Holdings worth $152K as of Q2 2026.
  • Eldridge Investment Advisors left its Alphatec Holdings share count unchanged in Q2 2026.
  • Alphatec Holdings made up 0.03% of Eldridge Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Eldridge Investment Advisors first reported a position in Alphatec Holdings in Q3 2023 and has held it in 12 quarters since.
  • Eldridge Investment Advisors's Alphatec Holdings position peaked at $441K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.