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 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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return