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 Q2	$203K	Buy	23,489 +272	+1%	+$2.48K	﹤0.01%	1145
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mount Yale Investment Advisors's ATEC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Alphatec Holdings (ATEC) stake by 1.2% in Q2 2026, buying an estimated $2.48K and bringing the position to 23,489 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Mount Yale Investment Advisors first reported a position in ATEC in Q4 2024 and has held it in 5 quarters since. The position peaked at $253K in Q1 2026. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

Mount Yale Investment Advisors held 23,489 shares of Alphatec Holdings worth $203K as of Q2 2026.
Mount Yale Investment Advisors bought 272 Alphatec Holdings shares in Q2 2026, an estimated $2.48K.
Alphatec Holdings made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1145 holding.
Mount Yale Investment Advisors first reported a position in Alphatec Holdings in Q4 2024 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Alphatec Holdings position peaked at $253K in Q1 2026.
267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.