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Lee Financial’s Alphatec Holdings ATEC Stock Holding History

Lee Financial’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
Q4 		– Sell
-10,215
Closed -$149K – 144
2025
Q3 		$149K Buy
+10,215
New +$142K 0.02% 177
2025
Q1 		– Sell
-20,431
Closed -$188K – 148
2024
Q4 		$188K Hold
20,431
– – 0.03% 173
2024
Q3 		$114K Buy
+20,431
New +$157K 0.02% 176
2023
Q1 		– Sell
-20,431
Closed -$252K – 806
2022
Q4 		$252K Hold
20,431
– – 0.04% 128
2022
Q3 		$179K Hold
20,431
– – 0.03% 153
2022
Q2 		$134K Hold
20,431
– – 0.02% 169
2022
Q1 		$235K Hold
20,431
– – 0.04% 136
2021
Q4 		$234K Hold
20,431
– – 0.04% 137
2021
Q3 		$249K Hold
20,431
– – 0.05% 124
2021
Q2 		$313K Hold
20,431
– – 0.07% 113
2021
Q1 		$323K Sell
20,431
-12,499
-38% -$197K 0.08% 108
2020
Q4 		$478K Hold
32,930
– – 0.12% 85
2020
Q3 		$219K Hold
32,930
– – 0.06% 119
2020
Q2 		$155K Hold
32,930
– – 0.04% 131
2020
Q1 		$114K Hold
32,930
– – 0.04% 129
2019
Q4 		$234K Hold
32,930
– – 0.05% 116
2019
Q3 		$165K Hold
32,930
– – 0.04% 125
2019
Q2 		$150K Hold
32,930
– – 0.03% 144
2019
Q1 		$87K Hold
32,930
– – 0.02% 167
2018
Q4 		$75K Hold
32,930
– – 0.02% 161
2018
Q3 		$111K Sell
32,930
-1,666
-5% -$5.25K 0.03% 156
2018
Q2 		$103K Hold
34,596
– – 0.02% 207
2018
Q1 		$111K Buy
34,596
+1,666
+5% +$5.41K 0.03% 197
2017
Q4 		$88K Hold
32,930
– – 0.03% 162
2017
Q3 		$74K Hold
32,930
– – 0.02% 158
2017
Q2 		$61K Hold
32,930
– – 0.02% 180
2017
Q1 		$77K Buy
32,930
+7,098
+27% +$22.7K 0.03% 149
2016
Q4 		$83K Buy
+25,832
New +$140K 0.05% 146

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Lee Financial's ATEC Position: Q4 2025 in Review

Lee Financial sold out of Alphatec Holdings (ATEC) in Q4 2025, closing a stake of 10,215 shares — an estimated $149K sold.

Lee Financial first reported a position in ATEC in Q4 2016 and held it in 28 quarters. The position peaked at $478K in Q4 2020. 283 funds tracked by Wall St. Rank hold ATEC as of Q4 2025.

  • Lee Financial reported no remaining Alphatec Holdings position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 10,215 Alphatec Holdings shares in Q4 2025, an estimated $149K.
  • Lee Financial first reported a position in Alphatec Holdings in Q4 2016 and held it in 28 quarters.
  • Lee Financial's Alphatec Holdings position peaked at $478K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.