RFP
ATEC icon

Root Financial Partners’s Alphatec Holdings ATEC Stock Holding History

Root Financial Partners’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
Q1 		$1.12K Buy
+103
New +$1.5K ﹤0.01% 2567

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Root Financial Partners's ATEC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Alphatec Holdings (ATEC) in Q1 2026: 103 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #2567 among its holdings.

285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Root Financial Partners held 103 shares of Alphatec Holdings worth $1.12K as of Q1 2026.
  • Alphatec Holdings was a new Root Financial Partners position in Q1 2026.
  • Alphatec Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2567 holding.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.