True Wealth Design’s Alphatec Holdings ATEC Stock Holding History

True Wealth Design’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	$11.2K	Sell	1,087 -231	-18%	-$2.19K	﹤0.01%	1025
2026 Q2	$11.4K	Buy	1,318 +1,122	+572%	+$10.2K	﹤0.01%	1021
2026 Q1	$2.13K	Hold	196	–	–	﹤0.01%	1519
2025 Q4	$4.12K	Sell	196 -99	-34%	-$1.83K	﹤0.01%	1172
2025 Q3	$4.29K	Buy	295 +99	+51%	+$1.38K	﹤0.01%	1141
2025 Q2	$2.18K	Sell	196 -484	-71%	-$5.56K	﹤0.01%	1149
2025 Q1	$6.9K	Buy	680 +453	+200%	+$4.86K	﹤0.01%	582
2024 Q4	$2.08K	Sell	227 -493	-68%	-$3.94K	﹤0.01%	722
2024 Q3	$4K	Buy	+720	New	+$5.53K	﹤0.01%	615

Other funds holding ATEC

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

True Wealth Design's ATEC Position: Q3 2026 in Review

True Wealth Design reduced its Alphatec Holdings (ATEC) stake by 18% in Q3 2026, selling an estimated $2.19K and leaving 1,087 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

True Wealth Design first reported a position in ATEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.4K in Q2 2026. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

True Wealth Design held 1,087 shares of Alphatec Holdings worth $11.2K as of Q3 2026.
True Wealth Design sold 231 Alphatec Holdings shares in Q3 2026, an estimated $2.19K.
Alphatec Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1025 holding.
True Wealth Design first reported a position in Alphatec Holdings in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Alphatec Holdings position peaked at $11.4K in Q2 2026.
22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.