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Kestra Advisory Services’s Alphatec Holdings ATEC Stock Holding History

Kestra Advisory Services’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 		$186K Buy
+21,502
New +$196K ﹤0.01% 3116
2021
Q4 		– Sell
-11,050
Closed -$135K – 2013
2021
Q3 		$135K Buy
+11,050
New +$154K ﹤0.01% 2028

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

Kestra Advisory Services's ATEC Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Alphatec Holdings (ATEC) in Q2 2026: 21,502 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #3116 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in ATEC as recently as Q3 2021.

Kestra Advisory Services first reported a position in ATEC in Q3 2021 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Kestra Advisory Services held 21,502 shares of Alphatec Holdings worth $186K as of Q2 2026.
  • Alphatec Holdings was a new Kestra Advisory Services position in Q2 2026.
  • Alphatec Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3116 holding.
  • Kestra Advisory Services first reported a position in Alphatec Holdings in Q3 2021 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.