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Allworth Financial’s AtriCure ATRC Stock Holding History

Allworth Financial’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 		$42.7K Buy
1,527
+1,204
+373% +$33.9K ﹤0.01% 2620
2026
Q1 		$9.22K Buy
323
+295
+1,054% +$10.1K ﹤0.01% 3564
2025
Q4 		$1.11K Sell
28
-5
-15% -$183 ﹤0.01% 4328
2025
Q3 		$1.16K Buy
33
+23
+230% +$792 ﹤0.01% 4203
2025
Q2 		$328 Buy
10
+4
+67% +$130 ﹤0.01% 4227
2025
Q1 		$203 Buy
+6
New +$223 ﹤0.01% 3869
2024
Q4 		– Sell
-26
Closed -$730 – 3947
2024
Q3 		$730 Sell
26
-69
-73% -$1.7K ﹤0.01% 3329
2024
Q2 		$2.3K Buy
95
+73
+332% +$1.69K ﹤0.01% 2860
2024
Q1 		$670 Hold
22
– – ﹤0.01% 3201
2023
Q4 		$786 Sell
22
-104
-83% -$3.87K ﹤0.01% 3033
2023
Q3 		$5.52K Sell
126
-43
-25% -$2.1K ﹤0.01% 2063
2023
Q2 		$8.34K Sell
169
-100
-37% -$4.61K ﹤0.01% 1918
2023
Q1 		$11.2K Buy
+269
New +$11.2K ﹤0.01% 1753
2022
Q2 		– Sell
-169
Closed -$11K – 2384
2022
Q1 		$11K Buy
+169
New +$11K ﹤0.01% 1453

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 $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allworth Financial's ATRC Position: Q2 2026 in Review

Allworth Financial increased its AtriCure (ATRC) stake by 373% in Q2 2026, buying an estimated $33.9K and bringing the position to 1,527 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Allworth Financial first reported a position in ATRC in Q1 2022 and has held it in 14 quarters since. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Allworth Financial held 1,527 shares of AtriCure worth $42.7K as of Q2 2026.
  • Allworth Financial bought 1,204 AtriCure shares in Q2 2026, an estimated $33.9K.
  • AtriCure made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2620 holding.
  • Allworth Financial first reported a position in AtriCure in Q1 2022 and has held it in 14 quarters since.
  • 251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.