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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
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

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

True Wealth Design's ATEC Position: Q2 2026 in Review

True Wealth Design increased its Alphatec Holdings (ATEC) stake by 572% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,318 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

True Wealth Design first reported a position in ATEC in Q3 2024 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • True Wealth Design held 1,318 shares of Alphatec Holdings worth $11.4K as of Q2 2026.
  • True Wealth Design bought 1,122 Alphatec Holdings shares in Q2 2026, an estimated $10.2K.
  • Alphatec Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1021 holding.
  • True Wealth Design first reported a position in Alphatec Holdings in Q3 2024 and has held it in 8 quarters since.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.