Nisa Investment Advisors
ATEC icon

Nisa Investment Advisors’s Alphatec Holdings ATEC Stock Holding History

Nisa 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 		$13K Sell
1,507
-6,527
-81% -$59.5K ﹤0.01% 2396
2026
Q1 		$87.4K Buy
8,034
+2,534
+46% +$36.9K ﹤0.01% 1475
2025
Q4 		$116K Sell
5,500
-214
-4% -$3.96K ﹤0.01% 1388
2025
Q3 		$83.1K Hold
5,714
– – ﹤0.01% 1490
2025
Q2 		$63.4K Buy
5,714
+1,045
+22% +$12K ﹤0.01% 1534
2025
Q1 		$47.3K Hold
4,669
– – ﹤0.01% 1603
2024
Q4 		$42.9K Buy
4,669
+4,234
+973% +$33.8K ﹤0.01% 1727
2024
Q3 		$2.42K Sell
435
-2,593
-86% -$19.9K ﹤0.01% 2358
2024
Q2 		$31.6K Buy
3,028
+153
+5% +$1.78K ﹤0.01% 1794
2024
Q1 		$39.6K Buy
2,875
+53
+2% +$786 ﹤0.01% 1713
2023
Q4 		$42.6K Hold
2,822
– – ﹤0.01% 1677
2023
Q3 		$36.6K Hold
2,822
– – ﹤0.01% 1823
2023
Q2 		$50.7K Hold
2,822
– – ﹤0.01% 1744
2023
Q1 		$44K Sell
2,822
-1,390
-33% -$19.6K ﹤0.01% 1753
2022
Q4 		$52K Hold
4,212
– – ﹤0.01% 1750
2022
Q3 		$43K Buy
4,212
+62
+1% +$490 ﹤0.01% 1791
2022
Q2 		$27K Buy
+4,150
New +$38.2K ﹤0.01% 1948

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

Nisa Investment Advisors's ATEC Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Alphatec Holdings (ATEC) stake by 81% in Q2 2026, selling an estimated $59.5K and leaving 1,507 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Nisa Investment Advisors first reported a position in ATEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $116K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Nisa Investment Advisors held 1,507 shares of Alphatec Holdings worth $13K as of Q2 2026.
  • Nisa Investment Advisors sold 6,527 Alphatec Holdings shares in Q2 2026, an estimated $59.5K.
  • Alphatec Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2396 holding.
  • Nisa Investment Advisors first reported a position in Alphatec Holdings in Q2 2022 and has held it in 17 quarters since.
  • Nisa Investment Advisors's Alphatec Holdings position peaked at $116K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.