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Sunbelt Securities’s Alphatec Holdings ATEC Stock Holding History

Sunbelt Securities’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 		$294 Sell
27
-28
-51% -$408 ﹤0.01% 2420
2025
Q4 		$1.16K Hold
55
– – ﹤0.01% 2021
2025
Q3 		$800 Buy
+55
New +$766 ﹤0.01% 2106

Other funds holding ATEC

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American Century Companies
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities's ATEC Position: Q1 2026 in Review

Sunbelt Securities reduced its Alphatec Holdings (ATEC) stake by 51% in Q1 2026, selling an estimated $408 and leaving 27 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Sunbelt Securities first reported a position in ATEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.16K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Sunbelt Securities held 27 shares of Alphatec Holdings worth $294 as of Q1 2026.
  • Sunbelt Securities sold 28 Alphatec Holdings shares in Q1 2026, an estimated $408.
  • Alphatec Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2420 holding.
  • Sunbelt Securities first reported a position in Alphatec Holdings in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Alphatec Holdings position peaked at $1.16K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.