MFG
ATEC icon

Merit Financial Group’s Alphatec Holdings ATEC Stock Holding History

Merit Financial Group’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 		$107K Buy
12,361
+1,104
+10% +$10.1K ﹤0.01% 2214
2026
Q1 		$122K Buy
11,257
+1,409
+14% +$20.5K ﹤0.01% 1989
2025
Q4 		$207K Buy
+9,848
New +$182K ﹤0.01% 1796

Other funds holding ATEC

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Merit Financial Group's ATEC Position: Q2 2026 in Review

Merit Financial Group increased its Alphatec Holdings (ATEC) stake by 9.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 12,361 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Merit Financial Group first reported a position in ATEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 30 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Merit Financial Group held 12,361 shares of Alphatec Holdings worth $107K as of Q2 2026.
  • Merit Financial Group bought 1,104 Alphatec Holdings shares in Q2 2026, an estimated $10.1K.
  • Alphatec Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2214 holding.
  • Merit Financial Group first reported a position in Alphatec Holdings in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Alphatec Holdings position peaked at $207K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.