West Paces Advisors’s Alphatec Holdings ATEC Stock Holding History

West Paces 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 Q3	$1.03K	Hold	100	–	–	﹤0.01%	645
2026 Q2	$865	Buy	+100	New	+$911	﹤0.01%	666
2025 Q2	–	Sell	-100	Closed	-$1.01K	–	225
2025 Q1	$1.01K	Hold	100	–	–	﹤0.01%	490
2024 Q4	$918	Hold	100	–	–	﹤0.01%	493
2024 Q3	$556	Hold	100	–	–	﹤0.01%	512
2024 Q2	$1.04K	Hold	100	–	–	﹤0.01%	488
2024 Q1	$1.38K	Hold	100	–	–	﹤0.01%	485
2023 Q4	$1.51K	Hold	100	–	–	﹤0.01%	482
2023 Q3	$1.3K	Hold	100	–	–	﹤0.01%	450
2023 Q2	$1.8K	Hold	100	–	–	﹤0.01%	457
2023 Q1	$1.56K	Hold	100	–	–	﹤0.01%	483
2022 Q4	$1.24K	Hold	100	–	–	﹤0.01%	461
2022 Q3	$874	Hold	100	–	–	﹤0.01%	476
2022 Q2	$654	Hold	100	–	–	﹤0.01%	541
2022 Q1	$1.15K	Hold	100	–	–	﹤0.01%	522
2021 Q4	$1.14K	Hold	100	–	–	﹤0.01%	540
2021 Q3	$1.22K	Hold	100	–	–	﹤0.01%	545
2021 Q2	$1.53K	Buy	+100	New	+$1.54K	﹤0.01%	574

Other funds holding ATEC

Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

West Paces Advisors's ATEC Position: Q3 2026 in Review

West Paces Advisors held its Alphatec Holdings (ATEC) position steady in Q3 2026 at 100 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

West Paces Advisors first reported a position in ATEC in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.8K in Q2 2023. 83 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

West Paces Advisors held 100 shares of Alphatec Holdings worth $1.03K as of Q3 2026.
West Paces Advisors left its Alphatec Holdings share count unchanged in Q3 2026.
Alphatec Holdings made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #645 holding.
West Paces Advisors first reported a position in Alphatec Holdings in Q2 2021 and has held it in 18 quarters since.
West Paces Advisors's Alphatec Holdings position peaked at $1.8K in Q2 2023.
83 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.