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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
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 $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

Navellier & Associates's ATEC Position: Q1 2026 in Review

Navellier & Associates reduced its Alphatec Holdings (ATEC) stake by 1.2% in Q1 2026, selling an estimated $3.74K and leaving 20,384 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #310.

Navellier & Associates first reported a position in ATEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Navellier & Associates held 20,384 shares of Alphatec Holdings worth $222K as of Q1 2026.
  • Navellier & Associates sold 257 Alphatec Holdings shares in Q1 2026, an estimated $3.74K.
  • Alphatec Holdings made up 0.02% of Navellier & Associates's portfolio in Q1 2026, its #310 holding.
  • Navellier & Associates first reported a position in Alphatec Holdings in Q3 2025 and has held it in 3 quarters since.
  • Navellier & Associates's Alphatec Holdings position peaked at $434K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.