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Mesirow Financial Investment Management’s Alphatec Holdings ATEC Stock Holding History

Mesirow Financial Investment 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
2025
Q2 		– Sell
-44,508
Closed -$453K – 541
2025
Q1 		$453K Hold
44,508
– – 0.01% 366
2024
Q4 		$409K Buy
44,508
+21,546
+94% +$172K 0.01% 395
2024
Q3 		$128K Buy
+22,962
New +$176K ﹤0.01% 568
2024
Q1 		– Sell
-31,573
Closed -$469K – 535
2023
Q4 		$469K Hold
31,573
– – 0.02% 317
2023
Q3 		$410K Sell
31,573
-1,335
-4% -$20.9K 1.78% 1
2023
Q2 		$592K Sell
32,908
-9,238
-22% -$144K 2.51% 2
2023
Q1 		$657K Buy
42,146
+1,126
+3% +$15.9K 2.73% 2
2022
Q4 		$507K Hold
41,020
– – 2.13% 5
2022
Q3 		$359K Hold
41,020
– – 1.71% 18
2022
Q2 		$268K Sell
41,020
-113
-0.3% -$1.04K 1.3% 43
2022
Q1 		$473K Buy
41,133
+120
+0.3% +$1.3K 1.59% 12
2021
Q4 		$469K Hold
41,013
– – 1.35% 36
2021
Q3 		$500K Sell
41,013
-1,052
-3% -$14.7K 1.47% 25
2021
Q2 		$644K Sell
42,065
-12,101
-22% -$187K 1.65% 7
2021
Q1 		$855K Sell
54,166
-830
-2% -$13.1K 2.32% 1
2020
Q4 		$799K Sell
54,996
-8,675
-14% -$91.6K 2.53% 1
2020
Q3 		$423K Buy
63,671
+16,402
+35% +$92.5K 1.81% 11
2020
Q2 		$222K Sell
47,269
-1,155
-2% -$5.1K 1.05% 64
2020
Q1 		$167K Sell
48,424
-16,820
-26% -$96.7K 1.05% 60
2019
Q4 		$463K Buy
+65,244
New +$419K 1.95% 11

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mesirow Financial Investment Management's ATEC Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of Alphatec Holdings (ATEC) in Q2 2025, closing a stake of 44,508 shares — an estimated $453K sold.

Mesirow Financial Investment Management first reported a position in ATEC in Q4 2019 and held it in 20 quarters. The position peaked at $855K in Q1 2021. 238 funds tracked by Wall St. Rank hold ATEC as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining Alphatec Holdings position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 44,508 Alphatec Holdings shares in Q2 2025, an estimated $453K.
  • Mesirow Financial Investment Management first reported a position in Alphatec Holdings in Q4 2019 and held it in 20 quarters.
  • Mesirow Financial Investment Management's Alphatec Holdings position peaked at $855K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.