Stephens Consulting’s Alphatec Holdings ATEC Stock Holding History

Stephens Consulting’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	-40	Closed	-$406	–	1264
2025 Q1	$406	Buy	+40	New	+$429	﹤0.01%	1026

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stephens Consulting's ATEC Position: Q2 2025 in Review

Stephens Consulting sold out of Alphatec Holdings (ATEC) in Q2 2025, closing a stake of 40 shares — an estimated $406 sold.

Stephens Consulting first reported a position in ATEC in Q1 2025 and held it in 1 quarter. The position peaked at $406 in Q1 2025. 238 funds tracked by Wall St. Rank hold ATEC as of Q2 2025.

Stephens Consulting reported no remaining Alphatec Holdings position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 40 Alphatec Holdings shares in Q2 2025, an estimated $406.
Stephens Consulting first reported a position in Alphatec Holdings in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Alphatec Holdings position peaked at $406 in Q1 2025.
238 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.