Root Financial Partners
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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
Q3 		$13.8K Buy
+1,333
New +$12.6K ﹤0.01% 1751
2026
Q2 		– Sell
-103
Closed -$1.12K – 617
2026
Q1 		$1.12K Buy
+103
New +$1.5K ﹤0.01% 2567

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Root Financial Partners's ATEC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alphatec Holdings (ATEC) in Q3 2026: 1,333 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ATEC as recently as Q1 2026.

Root Financial Partners first reported a position in ATEC in Q1 2026 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • Root Financial Partners held 1,333 shares of Alphatec Holdings worth $13.8K as of Q3 2026.
  • Alphatec Holdings was a new Root Financial Partners position in Q3 2026.
  • Alphatec Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1751 holding.
  • Root Financial Partners first reported a position in Alphatec Holdings in Q1 2026 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.