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Advisors Capital Management’s AtriCure ATRC Stock Holding History

Advisors Capital Management’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
Q2 		$4.88M Sell
174,496
-7,818
-4% -$220K 0.05% 220
2026
Q1 		$5.2M Sell
182,314
-539
-0.3% -$18.4K 0.06% 200
2025
Q4 		$7.23M Buy
182,853
+8,813
+5% +$323K 0.09% 189
2025
Q3 		$6.13M Buy
174,040
+4,878
+3% +$168K 0.08% 189
2025
Q2 		$5.54M Buy
169,162
+10,846
+7% +$352K 0.08% 189
2025
Q1 		$5.11M Buy
158,316
+62,234
+65% +$2.31M 0.08% 189
2024
Q4 		$2.94M Buy
96,082
+7,130
+8% +$229K 0.05% 235
2024
Q3 		$2.49M Sell
88,952
-1,645
-2% -$40.5K 0.04% 236
2024
Q2 		$2.06M Buy
90,597
+22,336
+33% +$516K 0.04% 249
2024
Q1 		$2.08M Buy
68,261
+4,108
+6% +$138K 0.04% 249
2023
Q4 		$2.29M Buy
64,153
+6,930
+12% +$258K 0.05% 243
2023
Q3 		$2.51M Buy
57,223
+357
+0.6% +$17.4K 0.06% 207
2023
Q2 		$2.81M Sell
56,866
-342
-0.6% -$15.8K 0.07% 194
2023
Q1 		$2.37M Buy
57,208
+11,529
+25% +$478K 0.06% 202
2022
Q4 		$2.03M Buy
45,679
+283
+0.6% +$11.8K 0.06% 211
2022
Q3 		$2.09M Buy
45,396
+8,149
+22% +$373K 0.06% 215
2022
Q2 		$1.52M Buy
37,247
+7,044
+23% +$334K 0.05% 224
2022
Q1 		$1.98M Sell
30,203
-3,804
-11% -$246K 0.05% 209
2021
Q4 		$2.37M Buy
34,007
+2,958
+10% +$215K 0.06% 200
2021
Q3 		$2.16M Buy
31,049
+7,033
+29% +$541K 0.07% 196
2021
Q2 		$1.91M Buy
24,016
+4,408
+22% +$320K 0.06% 197
2021
Q1 		$1.28M Buy
+19,608
New +$1.21M 0.05% 202

Other funds holding ATRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Advisors Capital Management's ATRC Position: Q2 2026 in Review

Advisors Capital Management reduced its AtriCure (ATRC) stake by 4.3% in Q2 2026, selling an estimated $220K and leaving 174,496 shares worth $4.88M. The position accounts for 0.05% of the portfolio, ranked #220.

Advisors Capital Management first reported a position in ATRC in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.23M in Q4 2025. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Advisors Capital Management held 174,496 shares of AtriCure worth $4.88M as of Q2 2026.
  • Advisors Capital Management sold 7,818 AtriCure shares in Q2 2026, an estimated $220K.
  • AtriCure made up 0.05% of Advisors Capital Management's portfolio in Q2 2026, its #220 holding.
  • Advisors Capital Management first reported a position in AtriCure in Q1 2021 and has held it in 22 quarters since.
  • Advisors Capital Management's AtriCure position peaked at $7.23M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.