Superior Planning, LLC’s AtriCure ATRC Stock Holding History

Superior Planning, LLC’s Portfolio ATRC Stock Details ATRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.01K	Buy	+107	New	+$4.82K	﹤0.01%	1130

Other funds holding ATRC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $2.9B AUM 23.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's ATRC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AtriCure (ATRC) in Q3 2026: 107 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings.

183 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

Superior Planning, LLC held 107 shares of AtriCure worth $6.01K as of Q3 2026.
AtriCure was a new Superior Planning, LLC position in Q3 2026.
AtriCure made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1130 holding.
183 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.