Wealth Preservation Advisors’s Alphatec Holdings ATEC Stock Holding History

Wealth Preservation Advisors’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	$2.07K	Buy	+190	New	+$2.77K	﹤0.01%	588

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Preservation Advisors's ATEC Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Alphatec Holdings (ATEC) in Q1 2026: 190 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

Wealth Preservation Advisors held 190 shares of Alphatec Holdings worth $2.07K as of Q1 2026.
Alphatec Holdings was a new Wealth Preservation Advisors position in Q1 2026.
Alphatec Holdings made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #588 holding.
285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.