Accurate Wealth Management 13F: New $812K Stake in ATEC

Accurate Wealth Management opened a new position in Alphatec Holdings, Inc. (NasdaqGS: ATEC), buying 75,063 shares. The stake was worth about $812,182, according to a Form 13F filing with the SEC on October 20, 2026.

ATEC Alphatec Holdings, Inc.

$10.86 ▼ -47.69% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Accurate Wealth Management's Alphatec Holdings Position

The fund initiated a brand-new holding in the medical technology company during the period, bringing its total ownership to 75,063 shares. Based on the market valuation provided in the filing, the position represents a notable equity investment for the firm in the healthcare sector.

Other Institutional Activity in Alphatec Holdings

Other large investors adjusted their holdings in the medical device maker during the preceding quarter. Braidwell LP grew its holdings by 4,358,711 shares, ending with 6,531,439 shares worth about $70,931,425. American Century Companies Inc grew its holdings by 97,012 shares, ending with 6,521,659 shares worth about $70,825,214. BNP Paribas Asset Management Holding S.A. reduced its holdings by 79,924 shares, ending with 3,536,538 shares worth about $38,406,801. Jacobs Levy Equity Management, Inc. grew its holdings by 1,676,066 shares, ending with 3,352,133 shares worth about $36,404,163. Royal Bank of Canada reduced its holdings by 1,521,191 shares, ending with 2,995,410 shares worth about $32,530,151.

Alphatec Holdings, Inc. Stock Up 4.3%

Alphatec Holdings shares recently traded around $10.86 as of October 21, 2026. That puts the stock up about 8.9% since crossing its 50-day moving average of $9.97, while trading roughly 0.7% below its 200-day moving average of $10.94. The stock has traded in a 52-week range between $6.82 and $23.29, and recent shares sit about 31.2% below the average analyst price target of $15.79.

Recent Earnings

Alphatec Holdings reported $815,052,032 in trailing-twelve-month revenue. The company posted negative earnings of $0.72 per share over the same period, alongside a net profit margin of -13.5% and a return on equity of -373.4%. Year-over-year revenue growth stood at 15.1%. The company is scheduled to report its next financial results on October 29, 2026.

Insider Buying and Selling at Alphatec Holdings, Inc.

Company insiders executed several stock transactions leading up to the filing. On May 11, 2026, Director Keith C Valentine bought 135,000 shares worth $996,192. Later, on June 11, 2026, Director Karen K Mcginnis sold 6,050 shares at an average price of $8.01, totaling $48,460. General Counsel Tyson Eliot Marshall sold 8,168 shares on August 5, 2026, at an average price of $9.65 for a total of $78,821. Chief Executive Officer Patrick S Miles bought 115,000 shares on September 10, 2026, at an average price of $8.81, totaling $1,013,150.

Analysts Set New Price Targets

Wall Street research firms updated their outlooks on the stock ahead of the filing. On July 23, 2026, Stephens & Co. initiated coverage with an Overweight rating and a $15.00 price target. UBS initiated coverage on July 28, 2026, with a Buy rating and a $15.00 target, later maintaining that rating on August 5, 2026, while raising its target to $16.00. TD Cowen maintained a Buy rating on August 5, 2026, lifting its target from $11.00 to $13.00. BMO Capital maintained an Outperform rating on August 5, 2026, raising its target to $12.00 from $11.00. Overall, the stock carries a consensus strong buy rating from 14 analysts.

About Alphatec Holdings

Headquartered in Carlsbad, California, Alphatec Holdings, Inc. designs and manufactures specialized surgical gear, implants, and imaging equipment used by medical professionals to treat spinal disorders. The company serves hospitals and surgery centers across the United States and international markets. Institutional interest from firms like Accurate Wealth Management highlights ongoing portfolio adjustments around the medical device maker's surgical technology offerings.

Bottom Line

Investors will look toward the company's upcoming earnings release on October 29, 2026, for further insight into revenue trends and operational progress. Monitoring subsequent institutional filings will also show whether other asset managers follow suit with new positions or adjustments in the stock.