EWA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return