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Avion Wealth’s AtriCure ATRC Stock Holding History

Avion Wealth’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 		– Sell
-19
Closed – – 1427
2026
Q1 		$0 Hold
19
– – ﹤0.01% 1234
2025
Q4 		$0 Hold
19
– – ﹤0.01% 1221
2025
Q3 		$0 Hold
19
– – ﹤0.01% 1189
2025
Q2 		$0 Hold
19
– – ﹤0.01% 1153
2025
Q1 		$0 Buy
+19
New +$705 ﹤0.01% 1010
2024
Q4 		– Sell
-19
Closed – – 998
2024
Q3 		$0 Buy
+19
New +$468 ﹤0.01% 990

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

Avion Wealth's ATRC Position: Q2 2026 in Review

Avion Wealth sold out of AtriCure (ATRC) in Q2 2026, closing a stake of 19 shares.

Avion Wealth first reported a position in ATRC in Q3 2024 and held it in 6 quarters. The position peaked at $0 in Q1 2026. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Avion Wealth reported no remaining AtriCure position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 19 AtriCure shares in Q2 2026.
  • Avion Wealth first reported a position in AtriCure in Q3 2024 and held it in 6 quarters.
  • Avion Wealth's AtriCure position peaked at $0 in Q1 2026.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.