Wedge Capital Management’s Alphatec Holdings ATEC Stock Holding History

Wedge Capital Management’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	$1.98M	Buy	+192,294	New	+$1.82M	0.03%	334

Other funds holding ATEC

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Wedge Capital Management's ATEC Position: Q3 2026 in Review

Wedge Capital Management opened a new position in Alphatec Holdings (ATEC) in Q3 2026: 192,294 shares worth $1.98M. The stake represents 0.03% of the portfolio and ranks #334 among its holdings.

22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

Wedge Capital Management held 192,294 shares of Alphatec Holdings worth $1.98M as of Q3 2026.
Alphatec Holdings was a new Wedge Capital Management position in Q3 2026.
Alphatec Holdings made up 0.03% of Wedge Capital Management's portfolio in Q3 2026, its #334 holding.
22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.