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Global Retirement Partners’s Alphatec Holdings ATEC Stock Holding History

Global Retirement Partners’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 		$36.7K Buy
+4,239
New +$38.6K ﹤0.01% 2714
2025
Q4 		$6.29K Buy
299
+49
+20% +$907 ﹤0.01% 3357
2025
Q3 		$3.63K Hold
250
– – ﹤0.01% 3094
2025
Q2 		$2.77K Buy
+250
New +$2.87K ﹤0.01% 3117
2024
Q4 		$2.29K Sell
250
-1,000
-80% -$7.98K ﹤0.01% 3025
2024
Q3 		$6.95K Sell
1,250
-34
-3% -$261 ﹤0.01% 2427
2024
Q2 		$13.4K Buy
1,284
+34
+3% +$396 ﹤0.01% 2185
2024
Q1 		$17.2K Hold
1,250
– – ﹤0.01% 1875
2023
Q4 		$18.8K Buy
+1,250
New +$14.9K ﹤0.01% 1786

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

Global Retirement Partners's ATEC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Alphatec Holdings (ATEC) in Q2 2026: 4,239 shares worth $36.7K. The stake represents ﹤0.01% of the portfolio and ranks #2714 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ATEC as recently as Q4 2025.

Global Retirement Partners first reported a position in ATEC in Q4 2023 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Global Retirement Partners held 4,239 shares of Alphatec Holdings worth $36.7K as of Q2 2026.
  • Alphatec Holdings was a new Global Retirement Partners position in Q2 2026.
  • Alphatec Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2714 holding.
  • Global Retirement Partners first reported a position in Alphatec Holdings in Q4 2023 and has held it in 9 quarters since.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.