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Navellier & Associates’s Alphatec Holdings ATEC Stock Holding History

Navellier & Associates’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 		– Sell
-20,384
Closed -$222K – 329
2026
Q1 		$222K Sell
20,384
-257
-1% -$3.74K 0.02% 310
2025
Q4 		$434K Sell
20,641
-8,910
-30% -$165K 0.05% 234
2025
Q3 		$430K Buy
+29,551
New +$411K 0.04% 278

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Navellier & Associates's ATEC Position: Q2 2026 in Review

Navellier & Associates sold out of Alphatec Holdings (ATEC) in Q2 2026, closing a stake of 20,384 shares — an estimated $222K sold.

Navellier & Associates first reported a position in ATEC in Q3 2025 and held it in 3 quarters. The position peaked at $434K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Navellier & Associates reported no remaining Alphatec Holdings position as of Q2 2026 after selling out during the quarter.
  • Navellier & Associates sold 20,384 Alphatec Holdings shares in Q2 2026, an estimated $222K.
  • Navellier & Associates first reported a position in Alphatec Holdings in Q3 2025 and held it in 3 quarters.
  • Navellier & Associates's Alphatec Holdings position peaked at $434K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.