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JPL Wealth Management’s Alphatec Holdings ATEC Stock Holding History

JPL Wealth Management’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 		$191 Buy
22
+4
+22% +$36 ﹤0.01% 1542
2026
Q1 		$196 Buy
+18
New +$262 ﹤0.01% 1415

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

JPL Wealth Management's ATEC Position: Q2 2026 in Review

JPL Wealth Management increased its Alphatec Holdings (ATEC) stake by 22% in Q2 2026, buying an estimated $36 and bringing the position to 22 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

JPL Wealth Management first reported a position in ATEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $196 in Q1 2026. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • JPL Wealth Management held 22 shares of Alphatec Holdings worth $191 as of Q2 2026.
  • JPL Wealth Management bought 4 Alphatec Holdings shares in Q2 2026, an estimated $36.
  • Alphatec Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1542 holding.
  • JPL Wealth Management first reported a position in Alphatec Holdings in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Alphatec Holdings position peaked at $196 in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.