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Gradient Capital Advisors’s Alphatec Holdings ATEC Stock Holding History

Gradient Capital Advisors’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
2025
Q3 		– Sell
-15,000
Closed -$167K – 168
2025
Q2 		$167K Buy
+15,000
New +$172K 0.05% 160

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Capital Advisors's ATEC Position: Q3 2025 in Review

Gradient Capital Advisors sold out of Alphatec Holdings (ATEC) in Q3 2025, closing a stake of 15,000 shares — an estimated $167K sold.

Gradient Capital Advisors first reported a position in ATEC in Q2 2025 and held it in 1 quarter. The position peaked at $167K in Q2 2025. 273 funds tracked by Wall St. Rank hold ATEC as of Q3 2025.

  • Gradient Capital Advisors reported no remaining Alphatec Holdings position as of Q3 2025 after selling out during the quarter.
  • Gradient Capital Advisors sold 15,000 Alphatec Holdings shares in Q3 2025, an estimated $167K.
  • Gradient Capital Advisors first reported a position in Alphatec Holdings in Q2 2025 and held it in 1 quarter.
  • Gradient Capital Advisors's Alphatec Holdings position peaked at $167K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2025.

Based on Gradient Capital Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.