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Rothschild Investment LLC’s Alphatec Holdings ATEC Stock Holding History

Rothschild Investment LLC’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 		$13K Buy
1,505
+848
+129% +$7.72K ﹤0.01% 1740
2026
Q1 		$7.15K Buy
657
+430
+189% +$6.26K ﹤0.01% 1871
2025
Q4 		$4.78K Buy
227
+47
+26% +$870 ﹤0.01% 1910
2025
Q3 		$2.62K Sell
180
-60
-25% -$835 ﹤0.01% 2062
2025
Q2 		$2.66K Buy
240
+90
+60% +$1.03K ﹤0.01% 1864
2025
Q1 		$1.52K Buy
150
+50
+50% +$537 ﹤0.01% 2074
2024
Q4 		$918 Sell
100
-55
-35% -$439 ﹤0.01% 2261
2024
Q3 		$862 Buy
155
+110
+244% +$844 ﹤0.01% 2272
2024
Q2 		$470 Buy
45
+35
+350% +$408 ﹤0.01% 2056
2024
Q1 		$138 Buy
+10
New +$148 ﹤0.01% 1972

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 $3.37T AUM 44.26% 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

Rothschild Investment LLC's ATEC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Alphatec Holdings (ATEC) stake by 129% in Q2 2026, buying an estimated $7.72K and bringing the position to 1,505 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Rothschild Investment LLC first reported a position in ATEC in Q1 2024 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Rothschild Investment LLC held 1,505 shares of Alphatec Holdings worth $13K as of Q2 2026.
  • Rothschild Investment LLC bought 848 Alphatec Holdings shares in Q2 2026, an estimated $7.72K.
  • Alphatec Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1740 holding.
  • Rothschild Investment LLC first reported a position in Alphatec Holdings in Q1 2024 and has held it in 10 quarters since.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.