F/M Investments’s Alphatec Holdings ATEC Stock Holding History

F/M Investments’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	$677K	Buy	78,255 +869	+1%	+$7.92K	0.03%	230
2026 Q1	$842K	Sell	77,386 -3,309	-4%	-$48.2K	0.06%	182
2025 Q4	$1.7M	Sell	80,695 -45,996	-36%	-$851K	0.06%	256
2025 Q3	$1.84M	Sell	126,691 -47,254	-27%	-$658K	0.07%	254
2025 Q2	$1.93M	Buy	173,945 +2,325	+1%	+$26.7K	0.07%	245
2025 Q1	$1.74M	Buy	171,620 +48,315	+39%	+$519K	0.07%	245
2024 Q4	$1.13M	Buy	+123,305	New	+$984K	0.04%	278
2024 Q3	–	Sell	-314,210	Closed	-$3.28M	–	337
2024 Q2	$3.28M	Buy	+314,210	New	+$3.66M	0.12%	184

Other funds holding ATEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

F/M Investments's ATEC Position: Q2 2026 in Review

F/M Investments increased its Alphatec Holdings (ATEC) stake by 1.1% in Q2 2026, buying an estimated $7.92K and bringing the position to 78,255 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #230.

F/M Investments first reported a position in ATEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.28M in Q2 2024. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

F/M Investments held 78,255 shares of Alphatec Holdings worth $677K as of Q2 2026.
F/M Investments bought 869 Alphatec Holdings shares in Q2 2026, an estimated $7.92K.
Alphatec Holdings made up 0.03% of F/M Investments's portfolio in Q2 2026, its #230 holding.
F/M Investments first reported a position in Alphatec Holdings in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Alphatec Holdings position peaked at $3.28M in Q2 2024.
267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.