Morgan Stanley
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Morgan Stanley’s Alphatec Holdings ATEC Stock Holding History

Morgan Stanley’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
Q1 		$18M Sell
1,651,562
-2,689,374
-62% -$39.2M ﹤0.01% 3057
2025
Q4 		$91.3M Buy
4,340,936
+784,191
+22% +$14.5M 0.01% 1531
2025
Q3 		$51.7M Buy
3,556,745
+1,641,106
+86% +$22.8M ﹤0.01% 1981
2025
Q2 		$21.3M Buy
1,915,639
+597,301
+45% +$6.86M ﹤0.01% 2743
2025
Q1 		$13.4M Sell
1,318,338
-52,242
-4% -$561K ﹤0.01% 3082
2024
Q4 		$12.6M Buy
1,370,580
+200,927
+17% +$1.6M ﹤0.01% 3204
2024
Q3 		$6.5M Buy
1,169,653
+279,765
+31% +$2.15M ﹤0.01% 3757
2024
Q2 		$9.3M Sell
889,888
-606,943
-41% -$7.07M ﹤0.01% 3383
2024
Q1 		$20.6M Sell
1,496,831
-3,005,155
-67% -$44.6M ﹤0.01% 2654
2023
Q4 		$68M Buy
4,501,986
+3,212,776
+249% +$38.4M ﹤0.01% 2127
2023
Q3 		$16.7M Sell
1,289,210
-669,203
-34% -$10.5M ﹤0.01% 2645
2023
Q2 		$35.2M Buy
1,958,413
+356,229
+22% +$5.55M ﹤0.01% 1912
2023
Q1 		$25M Buy
1,602,184
+612,268
+62% +$8.66M ﹤0.01% 2183
2022
Q4 		$12.2M Buy
989,916
+298,934
+43% +$3.01M ﹤0.01% 2880
2022
Q3 		$6.04M Sell
690,982
-181,467
-21% -$1.44M ﹤0.01% 3511
2022
Q2 		$5.71M Buy
872,449
+75,368
+9% +$695K ﹤0.01% 3639
2022
Q1 		$9.17M Buy
797,081
+183,492
+30% +$1.98M ﹤0.01% 3001
2021
Q4 		$7.01M Buy
613,589
+130,804
+27% +$1.54M ﹤0.01% 3358
2021
Q3 		$5.88M Sell
482,785
-59,404
-11% -$828K ﹤0.01% 3502
2021
Q2 		$8.31M Buy
542,189
+222,958
+70% +$3.44M ﹤0.01% 3208
2021
Q1 		$5.04M Sell
319,231
-572,435
-64% -$9.01M ﹤0.01% 3399
2020
Q4 		$12.9M Buy
891,666
+504,722
+130% +$5.33M ﹤0.01% 2248
2020
Q3 		$2.57M Buy
386,944
+372,930
+2,661% +$2.1M ﹤0.01% 3432
2020
Q2 		$66K Sell
14,014
-526,364
-97% -$2.32M ﹤0.01% 5572
2020
Q1 		$1.86M Buy
540,378
+481,973
+825% +$2.77M ﹤0.01% 3427
2019
Q4 		$414K Buy
58,405
+44,396
+317% +$285K ﹤0.01% 5038
2019
Q3 		$71K Buy
14,009
+12,555
+863% +$65.3K ﹤0.01% 5566
2019
Q2 		$7K Buy
1,454
+500
+52% +$1.86K ﹤0.01% 6219
2019
Q1 		$3K Sell
954
-1,798
-65% -$3.49K ﹤0.01% 6389
2018
Q4 		$6K Hold
2,752
– – ﹤0.01% 6259
2018
Q3 		$9K Hold
2,752
– – ﹤0.01% 6325
2018
Q2 		$8K Hold
2,752
– – ﹤0.01% 6347
2018
Q1 		$9K Hold
2,752
– – ﹤0.01% 6278
2017
Q4 		$8K Buy
2,752
+950
+53% +$3.04K ﹤0.01% 6257
2017
Q3 		$4K Hold
1,802
– – ﹤0.01% 6316
2017
Q2 		$3K Sell
1,802
-1,068
-37% -$2.16K ﹤0.01% 6409
2017
Q1 		$6K Buy
2,870
+2,072
+260% +$6.62K ﹤0.01% 6323
2016
Q4 		$3K Sell
798
-15,290
-95% -$82.9K ﹤0.01% 6333
2016
Q3 		$151K Buy
16,088
+9,769
+155% +$48.4K ﹤0.01% 5128
2016
Q2 		$27K Buy
6,319
+4,259
+207% +$11.8K ﹤0.01% 5742
2016
Q1 		$6K Sell
2,060
-6
-0.3% -$20 ﹤0.01% 6237
2015
Q4 		$7K Buy
+2,066
New +$6.98K ﹤0.01% 6311
2015
Q2 		– Sell
-1,393
Closed -$24K – 6636
2015
Q1 		$24K Sell
1,393
-4,544
-77% -$75.8K ﹤0.01% 6002
2014
Q4 		$101K Buy
5,937
+1,228
+26% +$20.9K ﹤0.01% 5542
2014
Q3 		$96K Sell
4,709
-490
-9% -$9.01K ﹤0.01% 5500
2014
Q2 		$102K Buy
5,199
+47
+0.9% +$789 ﹤0.01% 5490
2014
Q1 		$93K Buy
5,152
+4,228
+458% +$92.8K ﹤0.01% 5482
2013
Q4 		$22K Sell
924
-53
-5% -$1.22K ﹤0.01% 5841
2013
Q3 		$23K Buy
+977
New +$24.7K ﹤0.01% 5267

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley's ATEC Position: Q1 2026 in Review

Morgan Stanley reduced its Alphatec Holdings (ATEC) stake by 62% in Q1 2026, selling an estimated $39.2M and leaving 1,651,562 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #3057.

Morgan Stanley first reported a position in ATEC in Q3 2013 and has held it in 49 quarters since. The position peaked at $91.3M in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Morgan Stanley held 1,651,562 shares of Alphatec Holdings worth $18M as of Q1 2026.
  • Morgan Stanley sold 2,689,374 Alphatec Holdings shares in Q1 2026, an estimated $39.2M.
  • Alphatec Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3057 holding.
  • Morgan Stanley first reported a position in Alphatec Holdings in Q3 2013 and has held it in 49 quarters since.
  • Morgan Stanley's Alphatec Holdings position peaked at $91.3M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.