Advocate Investing Services’s AtriCure ATRC Stock Holding History

Advocate Investing Services’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 Q1	–	Sell	-20	Closed	-$791	–	451
2025 Q4	$791	Buy	+20	New	+$733	﹤0.01%	393

Other funds holding ATRC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Advocate Investing Services's ATRC Position: Q1 2026 in Review

Advocate Investing Services sold out of AtriCure (ATRC) in Q1 2026, closing a stake of 20 shares — an estimated $791 sold.

Advocate Investing Services first reported a position in ATRC in Q4 2025 and held it in 1 quarter. The position peaked at $791 in Q4 2025. 223 funds tracked by Wall St. Rank hold ATRC as of Q1 2026.

Advocate Investing Services reported no remaining AtriCure position as of Q1 2026 after selling out during the quarter.
Advocate Investing Services sold 20 AtriCure shares in Q1 2026, an estimated $791.
Advocate Investing Services first reported a position in AtriCure in Q4 2025 and held it in 1 quarter.
Advocate Investing Services's AtriCure position peaked at $791 in Q4 2025.
223 funds tracked by Wall St. Rank held AtriCure as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.