Wealth Enhancement Advisory Services
ATEC icon

Wealth Enhancement Advisory Services’s Alphatec Holdings ATEC Stock Holding History

Wealth Enhancement Advisory Services’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 		$506K Buy
52,801
+13,335
+34% +$121K ﹤0.01% 2668
2026
Q1 		$427K Sell
39,466
-29,406
-43% -$428K ﹤0.01% 2458
2025
Q4 		$1.5M Buy
68,872
+6,695
+11% +$124K ﹤0.01% 1692
2025
Q3 		$836K Sell
62,177
-199
-0.3% -$2.77K ﹤0.01% 1982
2025
Q2 		$686K Buy
62,376
+2,389
+4% +$27.4K ﹤0.01% 1978
2025
Q1 		$608K Buy
59,987
+45,027
+301% +$483K ﹤0.01% 1905
2024
Q4 		$137K Buy
+14,960
New +$119K ﹤0.01% 2753

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

Wealth Enhancement Advisory Services's ATEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Alphatec Holdings (ATEC) stake by 34% in Q2 2026, buying an estimated $121K and bringing the position to 52,801 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Wealth Enhancement Advisory Services first reported a position in ATEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 52,801 shares of Alphatec Holdings worth $506K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,335 Alphatec Holdings shares in Q2 2026, an estimated $121K.
  • Alphatec Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2668 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alphatec Holdings in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Alphatec Holdings position peaked at $1.5M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.