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Mount Yale Investment Advisors’s Alphatec Holdings ATEC Stock Holding History

Mount Yale Investment 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
Q1 		$253K Buy
+23,217
New +$338K 0.01% 967
2025
Q3 		– Sell
-20,651
Closed -$229K – 737
2025
Q2 		$229K Buy
20,651
+4,708
+30% +$54.1K 0.02% 525
2025
Q1 		$162K Sell
15,943
-583
-4% -$6.26K 0.01% 523
2024
Q4 		$152K Buy
+16,526
New +$132K 0.01% 531

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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's ATEC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Alphatec Holdings (ATEC) in Q1 2026: 23,217 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ATEC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ATEC in Q4 2024 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Mount Yale Investment Advisors held 23,217 shares of Alphatec Holdings worth $253K as of Q1 2026.
  • Alphatec Holdings was a new Mount Yale Investment Advisors position in Q1 2026.
  • Alphatec Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #967 holding.
  • Mount Yale Investment Advisors first reported a position in Alphatec Holdings in Q4 2024 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.