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EverSource Wealth Advisors’s Alphatec Holdings ATEC Stock Holding History

EverSource Wealth 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 		$17.5K Buy
2,025
+486
+32% +$4.43K ﹤0.01% 2539
2026
Q1 		$16.7K Sell
1,539
-110
-7% -$1.6K ﹤0.01% 2617
2025
Q4 		$34.7K Buy
1,649
+22
+1% +$407 ﹤0.01% 2008
2025
Q3 		$23.7K Sell
1,627
-22
-1% -$306 ﹤0.01% 2246
2025
Q2 		$18.3K Buy
1,649
+962
+140% +$11.1K ﹤0.01% 2366
2025
Q1 		$6.97K Buy
687
+425
+162% +$4.56K ﹤0.01% 2325
2024
Q4 		$2.4K Buy
+262
New +$2.09K ﹤0.01% 2645
2024
Q2 		– Sell
-81
Closed -$1.02K – 3068
2024
Q1 		$1.02K Hold
81
– – ﹤0.01% 2570
2023
Q4 		$1.22K Buy
+81
New +$968 ﹤0.01% 2327

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

EverSource Wealth Advisors's ATEC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Alphatec Holdings (ATEC) stake by 32% in Q2 2026, buying an estimated $4.43K and bringing the position to 2,025 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

EverSource Wealth Advisors first reported a position in ATEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $34.7K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • EverSource Wealth Advisors held 2,025 shares of Alphatec Holdings worth $17.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 486 Alphatec Holdings shares in Q2 2026, an estimated $4.43K.
  • Alphatec Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2539 holding.
  • EverSource Wealth Advisors first reported a position in Alphatec Holdings in Q4 2023 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Alphatec Holdings position peaked at $34.7K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.