AssetMark Inc
ATRC icon

AssetMark Inc’s AtriCure ATRC Stock Holding History

AssetMark Inc’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 		$41.8K Hold
1,495
– – ﹤0.01% 1896
2026
Q1 		$42.7K Sell
1,495
-76
-5% -$2.59K ﹤0.01% 1805
2025
Q4 		$62.1K Hold
1,571
– – ﹤0.01% 1642
2025
Q3 		$55.4K Hold
1,571
– – ﹤0.01% 1598
2025
Q2 		$51.5K Buy
1,571
+185
+13% +$6.01K ﹤0.01% 1556
2025
Q1 		$44.7K Hold
1,386
– – ﹤0.01% 1465
2024
Q4 		$42.4K Sell
1,386
-20
-1% -$643 ﹤0.01% 1466
2024
Q3 		$39.4K Sell
1,406
-27,910
-95% -$688K ﹤0.01% 1344
2024
Q2 		$668K Buy
29,316
+7,963
+37% +$184K ﹤0.01% 833
2024
Q1 		$650K Buy
21,353
+3,856
+22% +$129K ﹤0.01% 793
2023
Q4 		$624K Buy
17,497
+7,451
+74% +$277K ﹤0.01% 764
2023
Q3 		$440K Buy
10,046
+1,537
+18% +$75K ﹤0.01% 779
2023
Q2 		$420K Buy
8,509
+1,665
+24% +$76.7K ﹤0.01% 756
2023
Q1 		$284K Buy
6,844
+865
+14% +$35.9K ﹤0.01% 785
2022
Q4 		$265K Buy
5,979
+1,689
+39% +$70.5K ﹤0.01% 786
2022
Q3 		$168K Buy
4,290
+1,398
+48% +$64K ﹤0.01% 786
2022
Q2 		$118K Buy
2,892
+1,428
+98% +$67.6K ﹤0.01% 800
2022
Q1 		$96K Buy
1,464
+454
+45% +$29.4K ﹤0.01% 797
2021
Q4 		$70K Hold
1,010
– – ﹤0.01% 845
2021
Q3 		$70K Hold
1,010
– – ﹤0.01% 715
2021
Q2 		$80K Sell
1,010
-25
-2% -$1.82K ﹤0.01% 668
2021
Q1 		$68K Hold
1,035
– – ﹤0.01% 684
2020
Q4 		$58K Hold
1,035
– – ﹤0.01% 687
2020
Q3 		$41K Hold
1,035
– – ﹤0.01% 709
2020
Q2 		$47K Sell
1,035
-150
-13% -$6.53K ﹤0.01% 659
2020
Q1 		$40K Sell
1,185
-90
-7% -$3.24K ﹤0.01% 729
2019
Q4 		$41K Buy
1,275
+300
+31% +$8.54K ﹤0.01% 784
2019
Q3 		$24K Hold
975
– – ﹤0.01% 852
2019
Q2 		$29K Buy
975
+510
+110% +$14.9K ﹤0.01% 815
2019
Q1 		$12K Hold
465
– – ﹤0.01% 959
2018
Q4 		$14K Buy
+465
New +$14.5K ﹤0.01% 943

Other funds holding ATRC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc's ATRC Position: Q2 2026 in Review

AssetMark Inc held its AtriCure (ATRC) position steady in Q2 2026 at 1,495 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

AssetMark Inc first reported a position in ATRC in Q4 2018 and has held it in 31 quarters since. The position peaked at $668K in Q2 2024. 41 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • AssetMark Inc held 1,495 shares of AtriCure worth $41.8K as of Q2 2026.
  • AssetMark Inc left its AtriCure share count unchanged in Q2 2026.
  • AtriCure made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1896 holding.
  • AssetMark Inc first reported a position in AtriCure in Q4 2018 and has held it in 31 quarters since.
  • AssetMark Inc's AtriCure position peaked at $668K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.