Lido Advisors
ATEC icon

Lido Advisors’s Alphatec Holdings ATEC Stock Holding History

Lido 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
2026
Q2 		– Sell
-10,612
Closed -$115K – 2134
2026
Q1 		$115K Buy
+10,612
New +$154K ﹤0.01% 1843
2025
Q1 		– Sell
-12,247
Closed -$112K – 1517
2024
Q4 		$112K Buy
12,247
+953
+8% +$7.61K ﹤0.01% 1437
2024
Q3 		$62.8K Sell
11,294
-1,936
-15% -$14.9K ﹤0.01% 1422
2024
Q2 		$138K Hold
13,230
– – ﹤0.01% 1323
2024
Q1 		$182K Sell
13,230
-1,416
-10% -$21K ﹤0.01% 1273
2023
Q4 		$221K Buy
14,646
+5
+0% +$60 ﹤0.01% 1172
2023
Q3 		$190K Hold
14,641
– – ﹤0.01% 1087
2023
Q2 		$263K Sell
14,641
-1,216
-8% -$18.9K ﹤0.01% 995
2023
Q1 		$247K Sell
15,857
-1,038
-6% -$14.7K ﹤0.01% 933
2022
Q4 		$209K Buy
16,895
+947
+6% +$9.54K ﹤0.01% 894
2022
Q3 		$139K Buy
15,948
+399
+3% +$3.16K ﹤0.01% 904
2022
Q2 		$101K Sell
15,549
-1,162
-7% -$10.7K ﹤0.01% 903
2022
Q1 		$192K Hold
16,711
– – ﹤0.01% 953
2021
Q4 		$191K Buy
16,711
+3,395
+25% +$40.1K ﹤0.01% 964
2021
Q3 		$162K Buy
+13,316
New +$186K ﹤0.01% 933

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

Lido Advisors's ATEC Position: Q2 2026 in Review

Lido Advisors sold out of Alphatec Holdings (ATEC) in Q2 2026, closing a stake of 10,612 shares — an estimated $115K sold.

Lido Advisors first reported a position in ATEC in Q3 2021 and held it in 15 quarters. The position peaked at $263K in Q2 2023. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Lido Advisors reported no remaining Alphatec Holdings position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 10,612 Alphatec Holdings shares in Q2 2026, an estimated $115K.
  • Lido Advisors first reported a position in Alphatec Holdings in Q3 2021 and held it in 15 quarters.
  • Lido Advisors's Alphatec Holdings position peaked at $263K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.