Fidelity Investments
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Fidelity Investments’s Alphatec Holdings ATEC Stock Holding History

Fidelity 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
Q3 		$10M Buy
971,452
+45,720
+5% +$434K ﹤0.01% 2153
2026
Q2 		$8.01M Buy
925,732
+638,286
+222% +$5.81M ﹤0.01% 2227
2026
Q1 		$3.13M Sell
287,446
-193,186
-40% -$2.81M ﹤0.01% 2479
2025
Q4 		$10.1M Buy
480,632
+288,209
+150% +$5.33M ﹤0.01% 2025
2025
Q3 		$2.8M Buy
192,423
+182,117
+1,767% +$2.54M ﹤0.01% 2423
2025
Q2 		$114K Sell
10,306
-7,935
-44% -$91.1K ﹤0.01% 3553
2025
Q1 		$185K Buy
18,241
+2,730
+18% +$29.3K ﹤0.01% 3277
2024
Q4 		$142K Buy
15,511
+6,258
+68% +$50K ﹤0.01% 3395
2024
Q3 		$51.4K Sell
9,253
-8,908
-49% -$68.4K ﹤0.01% 3772
2024
Q2 		$190K Sell
18,161
-12,364
-41% -$144K ﹤0.01% 3047
2024
Q1 		$421K Buy
30,525
+25,824
+549% +$383K ﹤0.01% 2780
2023
Q4 		$71K Sell
4,701
-1,423
-23% -$17K ﹤0.01% 3361
2023
Q3 		$79.4K Sell
6,124
-23,314
-79% -$365K ﹤0.01% 3182
2023
Q2 		$529K Buy
29,438
+25,165
+589% +$392K ﹤0.01% 2637
2023
Q1 		$66.7K Buy
4,273
+2,190
+105% +$31K ﹤0.01% 3330
2022
Q4 		$25.7K Sell
2,083
-538
-21% -$5.42K ﹤0.01% 3683
2022
Q3 		$22.9K Buy
2,621
+1,689
+181% +$13.4K ﹤0.01% 3792
2022
Q2 		$6.1K Sell
932
-191
-17% -$1.76K ﹤0.01% 4260
2022
Q1 		$12.9K Buy
1,123
+1,093
+3,643% +$11.8K ﹤0.01% 4165
2021
Q4 		$0 Hold
30
– – ﹤0.01% 4308
2021
Q3 		$0 Buy
+30
New +$418 ﹤0.01% 4312
2021
Q2 		– Sell
-799,138
Closed -$12.6M – 4213
2021
Q1 		$12.6M Sell
799,138
-72,500
-8% -$1.14M ﹤0.01% 1959
2020
Q4 		$12.7M Buy
+871,638
New +$9.2M ﹤0.01% 1885

Other funds holding ATEC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments's ATEC Position: Q3 2026 in Review

Fidelity Investments increased its Alphatec Holdings (ATEC) stake by 4.9% in Q3 2026, buying an estimated $434K and bringing the position to 971,452 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Fidelity Investments first reported a position in ATEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.7M in Q4 2020. 146 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • Fidelity Investments held 971,452 shares of Alphatec Holdings worth $10M as of Q3 2026.
  • Fidelity Investments bought 45,720 Alphatec Holdings shares in Q3 2026, an estimated $434K.
  • Alphatec Holdings made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #2153 holding.
  • Fidelity Investments first reported a position in Alphatec Holdings in Q4 2020 and has held it in 23 quarters since.
  • Fidelity Investments's Alphatec Holdings position peaked at $12.7M in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.