Physician Wealth Advisors’s Alphatec Holdings ATEC Stock Holding History

Physician Wealth 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	–	Sell	-101	Closed	-$1.1K	–	2341
2026 Q1	$1.1K	Hold	101	–	–	﹤0.01%	1625
2025 Q4	$2.13K	Hold	101	–	–	﹤0.01%	1269
2025 Q3	$1.47K	Hold	101	–	–	﹤0.01%	1354
2025 Q2	$1.12K	Hold	101	–	–	﹤0.01%	1327
2025 Q1	$1.02K	Buy	+101	New	+$1.08K	﹤0.01%	1036

Other funds holding ATEC

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Physician Wealth Advisors's ATEC Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Alphatec Holdings (ATEC) in Q2 2026, closing a stake of 101 shares — an estimated $1.1K sold.

Physician Wealth Advisors first reported a position in ATEC in Q1 2025 and held it in 5 quarters. The position peaked at $2.13K in Q4 2025. 62 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

Physician Wealth Advisors reported no remaining Alphatec Holdings position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 101 Alphatec Holdings shares in Q2 2026, an estimated $1.1K.
Physician Wealth Advisors first reported a position in Alphatec Holdings in Q1 2025 and held it in 5 quarters.
Physician Wealth Advisors's Alphatec Holdings position peaked at $2.13K in Q4 2025.
62 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.