CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s AtriCure ATRC Stock Holding History

CAPTRUST Financial Advisors’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 		$364K Buy
13,022
+4,235
+48% +$119K ﹤0.01% 2423
2026
Q1 		$251K Buy
8,787
+843
+11% +$28.8K ﹤0.01% 2524
2025
Q4 		$314K Buy
7,944
+579
+8% +$21.2K ﹤0.01% 2217
2025
Q3 		$260K Buy
7,365
+66
+0.9% +$2.27K ﹤0.01% 2275
2025
Q2 		$239K Buy
7,299
+598
+9% +$19.4K ﹤0.01% 2189
2025
Q1 		$216K Sell
6,701
-1,475
-18% -$54.8K ﹤0.01% 2130
2024
Q4 		$250K Sell
8,176
-15
-0.2% -$482 ﹤0.01% 2016
2024
Q3 		$230K Buy
+8,191
New +$202K ﹤0.01% 2052
2024
Q2 		– Sell
-7,173
Closed -$218K – 2203
2024
Q1 		$218K Sell
7,173
-9,114
-56% -$305K ﹤0.01% 1957
2023
Q4 		$581K Sell
16,287
-9,757
-37% -$363K ﹤0.01% 1642
2023
Q3 		$1.14M Buy
26,044
+82
+0.3% +$4K ﹤0.01% 1134
2023
Q2 		$1.28M Buy
25,962
+20,369
+364% +$939K 0.01% 1053
2023
Q1 		$232K Buy
5,593
+88
+2% +$3.65K ﹤0.01% 1954
2022
Q4 		$244K Sell
5,505
-80
-1% -$3.34K ﹤0.01% 1822
2022
Q3 		$218K Sell
5,585
-1,102
-16% -$50.4K ﹤0.01% 1765
2022
Q2 		$273K Buy
6,687
+1,312
+24% +$62.1K ﹤0.01% 1480
2022
Q1 		$353K Sell
5,375
-1,680
-24% -$109K ﹤0.01% 1339
2021
Q4 		$491K Buy
7,055
+4,511
+177% +$328K ﹤0.01% 1135
2021
Q3 		$177K Buy
2,544
+135
+6% +$10.4K ﹤0.01% 1648
2021
Q2 		$191K Buy
2,409
+1,502
+166% +$109K ﹤0.01% 1558
2021
Q1 		$59K Sell
907
-3,593
-80% -$221K ﹤0.01% 2322
2020
Q4 		$251K Hold
4,500
– – ﹤0.01% 1102
2020
Q3 		$172K Hold
4,500
– – ﹤0.01% 1102
2020
Q2 		$204K Buy
+4,500
New +$196K ﹤0.01% 1027
2019
Q4 		– Sell
-4,500
Closed -$112K – 1059
2019
Q3 		$112K Hold
4,500
– – ﹤0.01% 738
2019
Q2 		$134K Buy
+4,500
New +$131K 0.01% 655

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

CAPTRUST Financial Advisors's ATRC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its AtriCure (ATRC) stake by 48% in Q2 2026, buying an estimated $119K and bringing the position to 13,022 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

CAPTRUST Financial Advisors first reported a position in ATRC in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q2 2023. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • CAPTRUST Financial Advisors held 13,022 shares of AtriCure worth $364K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,235 AtriCure shares in Q2 2026, an estimated $119K.
  • AtriCure made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2423 holding.
  • CAPTRUST Financial Advisors first reported a position in AtriCure in Q2 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's AtriCure position peaked at $1.28M in Q2 2023.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.