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PKS Advisory Services’s Alphatec Holdings ATEC Stock Holding History

PKS Advisory Services’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 		$122K Buy
+14,101
New +$128K 0.02% 367
2025
Q4 		– Sell
-10,751
Closed -$156K – 256
2025
Q3 		$156K Hold
10,751
– – 0.03% 237
2025
Q2 		$119K Sell
10,751
-200
-2% -$2.3K 0.03% 254
2025
Q1 		$111K Buy
+10,951
New +$118K 0.03% 236

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 $3.38T AUM 44.17% 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

PKS Advisory Services's ATEC Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Alphatec Holdings (ATEC) in Q2 2026: 14,101 shares worth $122K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in ATEC as recently as Q3 2025.

PKS Advisory Services first reported a position in ATEC in Q1 2025 and has held it in 4 quarters since. The position peaked at $156K in Q3 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • PKS Advisory Services held 14,101 shares of Alphatec Holdings worth $122K as of Q2 2026.
  • Alphatec Holdings was a new PKS Advisory Services position in Q2 2026.
  • Alphatec Holdings made up 0.02% of PKS Advisory Services's portfolio in Q2 2026, its #367 holding.
  • PKS Advisory Services first reported a position in Alphatec Holdings in Q1 2025 and has held it in 4 quarters since.
  • PKS Advisory Services's Alphatec Holdings position peaked at $156K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.