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Net Worth Advisory Group’s Alphatec Holdings ATEC Stock Holding History

Net Worth Advisory Group’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 		– Sell
-12,982
Closed -$273K – 438
2025
Q4 		$273K Buy
12,982
+9
+0.1% +$167 0.06% 352
2025
Q3 		$189K Sell
12,973
-876
-6% -$12.2K 0.05% 387
2025
Q2 		$154K Buy
13,849
+683
+5% +$7.84K 0.03% 417
2025
Q1 		$134K Buy
13,166
+237
+2% +$2.54K 0.04% 360
2024
Q4 		$119K Sell
12,929
-731
-5% -$5.83K 0.04% 380
2024
Q3 		$76.1K Buy
+13,660
New +$105K 0.02% 386

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

Net Worth Advisory Group's ATEC Position: Q1 2026 in Review

Net Worth Advisory Group sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 12,982 shares — an estimated $273K sold.

Net Worth Advisory Group first reported a position in ATEC in Q3 2024 and held it in 6 quarters. The position peaked at $273K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Net Worth Advisory Group reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 12,982 Alphatec Holdings shares in Q1 2026, an estimated $273K.
  • Net Worth Advisory Group first reported a position in Alphatec Holdings in Q3 2024 and held it in 6 quarters.
  • Net Worth Advisory Group's Alphatec Holdings position peaked at $273K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Net Worth Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.