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Richards, Merrill & Peterson’s Alphatec Holdings ATEC Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-3,000
Closed -$30.4K – 218
2025
Q1 		$30.4K Hold
3,000
– – 0.02% 303
2024
Q4 		$27.5K Buy
+3,000
New +$23.9K 0.01% 304

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Richards, Merrill & Peterson's ATEC Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Alphatec Holdings (ATEC) in Q2 2025, closing a stake of 3,000 shares — an estimated $30.4K sold.

Richards, Merrill & Peterson first reported a position in ATEC in Q4 2024 and held it in 2 quarters. The position peaked at $30.4K in Q1 2025. 238 funds tracked by Wall St. Rank hold ATEC as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Alphatec Holdings position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 3,000 Alphatec Holdings shares in Q2 2025, an estimated $30.4K.
  • Richards, Merrill & Peterson first reported a position in Alphatec Holdings in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Alphatec Holdings position peaked at $30.4K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.