Western Wealth Management’s Alphatec Holdings ATEC Stock Holding History

Western Wealth 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 Q2	$941K	Buy	108,814 +4,905	+5%	+$44.7K	0.03%	500
2026 Q1	$1.13M	Buy	103,909 +17,928	+21%	+$261K	0.04%	407
2025 Q4	$1.81M	Sell	85,981 -5,129	-6%	-$94.9K	0.08%	232
2025 Q3	$1.32M	Sell	91,110 -401	-0.4%	-$5.58K	0.07%	248
2025 Q2	$1.02M	Buy	91,511 +4,461	+5%	+$51.2K	0.06%	277
2025 Q1	$883K	Buy	87,050 +7,614	+10%	+$81.7K	0.06%	275
2024 Q4	$729K	Buy	79,436 +42,209	+113%	+$337K	0.04%	365
2024 Q3	$207K	Buy	+37,227	New	+$286K	0.01%	709

Other funds holding ATEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Western Wealth Management's ATEC Position: Q2 2026 in Review

Western Wealth Management increased its Alphatec Holdings (ATEC) stake by 4.7% in Q2 2026, buying an estimated $44.7K and bringing the position to 108,814 shares worth $941K. The position accounts for 0.03% of the portfolio, ranked #500.

Western Wealth Management first reported a position in ATEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

Western Wealth Management held 108,814 shares of Alphatec Holdings worth $941K as of Q2 2026.
Western Wealth Management bought 4,905 Alphatec Holdings shares in Q2 2026, an estimated $44.7K.
Alphatec Holdings made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #500 holding.
Western Wealth Management first reported a position in Alphatec Holdings in Q3 2024 and has held it in 8 quarters since.
Western Wealth Management's Alphatec Holdings position peaked at $1.81M in Q4 2025.
267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.