Arax Advisory Partners’s AtriCure ATRC Stock Holding History

Arax Advisory Partners’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	$1.4K	Buy	49 +31	+172%	+$1.06K	﹤0.01%	3210
2025 Q4	$713	Sell	18 -127	-88%	-$4.66K	﹤0.01%	3547
2025 Q3	$5.11K	Buy	145 +127	+706%	+$4.38K	﹤0.01%	2866
2025 Q2	$591	Sell	18 -70	-80%	-$2.27K	﹤0.01%	2908
2025 Q1	$2.84K	Buy	88 +16	+22%	+$594	﹤0.01%	1969
2024 Q4	$2.2K	Buy	72 +42	+140%	+$1.35K	﹤0.01%	1991
2024 Q3	$842	Sell	30 -8	-21%	-$197	﹤0.01%	2310
2024 Q2	$866	Buy	38 +34	+850%	+$785	﹤0.01%	2211
2024 Q1	$122	Hold	4	–	–	﹤0.01%	1285
2023 Q4	$143	Sell	4 -19	-83%	-$707	﹤0.01%	1296
2023 Q3	$1.01K	Hold	23	–	–	﹤0.01%	1125
2023 Q2	$1.14K	Hold	23	–	–	﹤0.01%	1091
2023 Q1	$954	Hold	23	–	–	﹤0.01%	1110
2022 Q4	$1.02K	Hold	23	–	–	﹤0.01%	1068
2022 Q3	$1K	Buy	23 +4	+21%	+$183	﹤0.01%	1031
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1005
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	993
2021 Q4	$1K	Buy	+19	New	+$1.38K	﹤0.01%	968

Other funds holding ATRC

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return