SPIA
ATEC icon

Steward Partners Investment Advisory’s Alphatec Holdings ATEC Stock Holding History

Steward Partners Investment Advisory’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 		$6.08K Buy
703
+322
+85% +$2.93K ﹤0.01% 3901
2026
Q1 		$4.14K Buy
381
+281
+281% +$4.09K ﹤0.01% 3859
2025
Q4 		$2.1K Hold
100
– – ﹤0.01% 3945
2025
Q3 		$1.45K Hold
100
– – ﹤0.01% 3993
2025
Q2 		$1.11K Hold
100
– – ﹤0.01% 3842
2025
Q1 		$1.01K Hold
100
– – ﹤0.01% 3769
2024
Q4 		$918 Hold
100
– – ﹤0.01% 3770
2024
Q3 		$556 Hold
100
– – ﹤0.01% 3587
2024
Q2 		$1.04K Hold
100
– – ﹤0.01% 3387
2024
Q1 		$1.38K Hold
100
– – ﹤0.01% 3343
2023
Q4 		$1.51K Hold
100
– – ﹤0.01% 3250
2023
Q3 		$1.3K Hold
100
– – ﹤0.01% 3153
2023
Q2 		$1.8K Hold
100
– – ﹤0.01% 3045
2023
Q1 		$1.56K Hold
100
– – ﹤0.01% 3064
2022
Q4 		$1.24K Hold
100
– – ﹤0.01% 3101
2022
Q3 		$1K Hold
100
– – ﹤0.01% 3097
2022
Q2 		$1K Hold
100
– – ﹤0.01% 3081
2022
Q1 		$1K Hold
100
– – ﹤0.01% 3157
2021
Q4 		$1K Hold
100
– – ﹤0.01% 3071
2021
Q3 		$1K Hold
100
– – ﹤0.01% 3047
2021
Q2 		$2K Sell
100
-3,650
-97% -$56.3K ﹤0.01% 6851
2021
Q1 		$59.2K Buy
3,750
+1,880
+101% +$29.6K ﹤0.01% 1893
2020
Q4 		$27K Buy
1,870
+400
+27% +$4.22K ﹤0.01% 1946
2020
Q3 		$10K Hold
1,470
– – ﹤0.01% 2126
2020
Q2 		$7K Hold
1,470
– – ﹤0.01% 2146
2020
Q1 		$5K Hold
1,470
– – ﹤0.01% 2063
2019
Q4 		$10K Buy
1,470
+1,250
+568% +$8.03K ﹤0.01% 1998
2019
Q3 		$1K Buy
+220
New +$1.14K ﹤0.01% 2493

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

Steward Partners Investment Advisory's ATEC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Alphatec Holdings (ATEC) stake by 85% in Q2 2026, buying an estimated $2.93K and bringing the position to 703 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

Steward Partners Investment Advisory first reported a position in ATEC in Q3 2019 and has held it in 28 quarters since. The position peaked at $59.2K in Q1 2021. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Steward Partners Investment Advisory held 703 shares of Alphatec Holdings worth $6.08K as of Q2 2026.
  • Steward Partners Investment Advisory bought 322 Alphatec Holdings shares in Q2 2026, an estimated $2.93K.
  • Alphatec Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3901 holding.
  • Steward Partners Investment Advisory first reported a position in Alphatec Holdings in Q3 2019 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's Alphatec Holdings position peaked at $59.2K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.