Focus Financial Network’s Alphatec Holdings ATEC Stock Holding History

Focus Financial Network’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	$141K	Hold	13,699	–	–	﹤0.01%	751
2026 Q2	$118K	Hold	13,699	–	–	﹤0.01%	758
2026 Q1	$149K	Hold	13,699	–	–	0.01%	721
2025 Q4	$288K	Hold	13,699	–	–	0.01%	602
2025 Q3	$199K	Hold	13,699	–	–	0.01%	725
2025 Q2	$152K	Hold	13,699	–	–	0.01%	697
2025 Q1	$139K	Hold	13,699	–	–	0.01%	677
2024 Q4	$126K	Hold	13,699	–	–	0.01%	660
2024 Q3	$76.2K	Hold	13,699	–	–	﹤0.01%	667
2024 Q2	$161K	Hold	13,699	–	–	0.01%	646
2024 Q1	$169K	Hold	13,699	–	–	0.01%	613
2023 Q4	$207K	Hold	13,699	–	–	0.01%	675
2023 Q3	$178K	Hold	13,699	–	–	0.01%	565
2023 Q2	$246K	Hold	13,699	–	–	0.01%	513
2023 Q1	$214K	Hold	13,699	–	–	0.01%	524
2022 Q4	$169K	Buy	13,699 +733	+6%	+$7.39K	0.01%	459
2022 Q3	$113K	Hold	12,966	–	–	0.01%	465
2022 Q2	$84.8K	Hold	12,966	–	–	0.01%	476
2022 Q1	$149K	Buy	+12,966	New	+$140K	0.01%	503
2021 Q1	–	Sell	-12,966	Closed	-$188K	–	402
2020 Q4	$188K	Hold	12,966	–	–	0.02%	421
2020 Q3	$86.1K	Hold	12,966	–	–	0.01%	437
2020 Q2	$60.9K	Hold	12,966	–	–	0.01%	387
2020 Q1	$44.7K	Buy	+12,966	New	+$74.5K	0.01%	358

Other funds holding ATEC

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Focus Financial Network's ATEC Position: Q3 2026 in Review

Focus Financial Network held its Alphatec Holdings (ATEC) position steady in Q3 2026 at 13,699 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Focus Financial Network first reported a position in ATEC in Q1 2020 and has held it in 23 quarters since. The position peaked at $288K in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

Focus Financial Network held 13,699 shares of Alphatec Holdings worth $141K as of Q3 2026.
Focus Financial Network left its Alphatec Holdings share count unchanged in Q3 2026.
Alphatec Holdings made up ﹤0.01% of Focus Financial Network's portfolio in Q3 2026, its #751 holding.
Focus Financial Network first reported a position in Alphatec Holdings in Q1 2020 and has held it in 23 quarters since.
Focus Financial Network's Alphatec Holdings position peaked at $288K in Q4 2025.
22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.