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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
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

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

Essential Partners's ATEC Position: Q2 2026 in Review

Essential Partners reduced its Alphatec Holdings (ATEC) stake by 80% in Q2 2026, selling an estimated $29.1K and leaving 774 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Essential Partners first reported a position in ATEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $87.1K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Essential Partners held 774 shares of Alphatec Holdings worth $6.7K as of Q2 2026.
  • Essential Partners sold 3,195 Alphatec Holdings shares in Q2 2026, an estimated $29.1K.
  • Alphatec Holdings made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1398 holding.
  • Essential Partners first reported a position in Alphatec Holdings in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Alphatec Holdings position peaked at $87.1K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.