Osaic Holdings
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Osaic Holdings’s Alphatec Holdings ATEC Stock Holding History

Osaic Holdings’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
2023
Q3 		– Sell
-9
Closed -$1.84K – 7394
2023
Q2 		$1.84K Buy
+9
New +$140 ﹤0.01% 6695

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VCM
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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

Osaic Holdings's ATEC Position: Q1 2026 in Review

Osaic Holdings reduced its Alphatec Holdings (ATEC) stake by 8.3% in Q1 2026, selling an estimated $164K and leaving 124,516 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Osaic Holdings first reported a position in ATEC in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.86M in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Osaic Holdings held 124,516 shares of Alphatec Holdings worth $1.35M as of Q1 2026.
  • Osaic Holdings sold 11,245 Alphatec Holdings shares in Q1 2026, an estimated $164K.
  • Alphatec Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2421 holding.
  • Osaic Holdings first reported a position in Alphatec Holdings in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Alphatec Holdings position peaked at $2.86M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.