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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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avion Wealth's ATRC Position: Q1 2026 in Review

Avion Wealth held its AtriCure (ATRC) position steady in Q1 2026 at 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Avion Wealth first reported a position in ATRC in Q3 2024 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold ATRC as of Q1 2026.

  • Avion Wealth held 19 shares of AtriCure worth $0 as of Q1 2026.
  • Avion Wealth left its AtriCure share count unchanged in Q1 2026.
  • AtriCure made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1234 holding.
  • Avion Wealth first reported a position in AtriCure in Q3 2024 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held AtriCure as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.