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Heck Capital Advisors’s Alphatec Holdings ATEC Stock Holding History

Heck 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
Q2 		– Sell
-1,500
Closed -$15.2K – 179
2025
Q1 		$15.2K Hold
1,500
– – ﹤0.01% 203
2024
Q4 		$13.8K Buy
+1,500
New +$12K ﹤0.01% 217

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Heck Capital Advisors's ATEC Position: Q2 2025 in Review

Heck Capital Advisors sold out of Alphatec Holdings (ATEC) in Q2 2025, closing a stake of 1,500 shares — an estimated $15.2K sold.

Heck Capital Advisors first reported a position in ATEC in Q4 2024 and held it in 2 quarters. The position peaked at $15.2K in Q1 2025. 238 funds tracked by Wall St. Rank hold ATEC as of Q2 2025.

  • Heck Capital Advisors reported no remaining Alphatec Holdings position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,500 Alphatec Holdings shares in Q2 2025, an estimated $15.2K.
  • Heck Capital Advisors first reported a position in Alphatec Holdings in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's Alphatec Holdings position peaked at $15.2K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.