Focus Partners Wealth
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Focus Partners Wealth’s Alphatec Holdings ATEC Stock Holding History

Focus Partners Wealth’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 		$264K Buy
30,563
+19,760
+183% +$180K ﹤0.01% 2337
2026
Q1 		$118K Buy
+10,803
New +$157K ﹤0.01% 2501
2025
Q4 		– Sell
-9,461
Closed -$1.17M – 2660
2025
Q3 		$1.17M Buy
+9,461
New +$132K ﹤0.01% 1221

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Focus Partners Wealth's ATEC Position: Q2 2026 in Review

Focus Partners Wealth increased its Alphatec Holdings (ATEC) stake by 183% in Q2 2026, buying an estimated $180K and bringing the position to 30,563 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Focus Partners Wealth first reported a position in ATEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q3 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Focus Partners Wealth held 30,563 shares of Alphatec Holdings worth $264K as of Q2 2026.
  • Focus Partners Wealth bought 19,760 Alphatec Holdings shares in Q2 2026, an estimated $180K.
  • Alphatec Holdings made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2337 holding.
  • Focus Partners Wealth first reported a position in Alphatec Holdings in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Alphatec Holdings position peaked at $1.17M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.