Essential Partners’s Alphatec Holdings ATEC Stock Holding History

Essential 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 Q3	$7.07K	Sell	685 -89	-11%	-$845	﹤0.01%	1354
2026 Q2	$6.7K	Sell	774 -3,195	-80%	-$29.1K	﹤0.01%	1398
2026 Q1	$43.2K	Sell	3,969 -169	-4%	-$2.46K	0.01%	637
2025 Q4	$87.1K	Sell	4,138 -105	-2%	-$1.94K	0.03%	479
2025 Q3	$61.7K	Buy	4,243 +281	+7%	+$3.91K	0.02%	548
2025 Q2	$44K	Buy	+3,962	New	+$45.5K	0.02%	499

Other funds holding ATEC

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Essential Partners's ATEC Position: Q3 2026 in Review

Essential Partners reduced its Alphatec Holdings (ATEC) stake by 11% in Q3 2026, selling an estimated $845 and leaving 685 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Essential Partners first reported a position in ATEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $87.1K in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

Essential Partners held 685 shares of Alphatec Holdings worth $7.07K as of Q3 2026.
Essential Partners sold 89 Alphatec Holdings shares in Q3 2026, an estimated $845.
Alphatec Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1354 holding.
Essential Partners first reported a position in Alphatec Holdings in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Alphatec Holdings position peaked at $87.1K in Q4 2025.
22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.