Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AtriCure ATRC Stock Holding History

Carson Wealth (CWM LLC)’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 		$250K Buy
8,767
+6,296
+255% +$215K ﹤0.01% 2537
2025
Q4 		$98K Sell
2,471
-116
-4% -$4.25K ﹤0.01% 3078
2025
Q3 		$91K Buy
2,587
+693
+37% +$23.9K ﹤0.01% 3053
2025
Q2 		$62K Sell
1,894
-924
-33% -$30K ﹤0.01% 3099
2025
Q1 		$91K Buy
2,818
+891
+46% +$33.1K ﹤0.01% 2494
2024
Q4 		$59K Buy
1,927
+354
+23% +$11.4K ﹤0.01% 2675
2024
Q3 		$44K Buy
1,573
+768
+95% +$18.9K ﹤0.01% 2778
2024
Q2 		$18K Buy
805
+713
+775% +$16.5K ﹤0.01% 3163
2024
Q1 		$3K Sell
92
-66
-42% -$2.21K ﹤0.01% 3817
2023
Q4 		$6K Buy
158
+129
+445% +$4.8K ﹤0.01% 3396
2023
Q3 		$1K Sell
29
-40
-58% -$1.95K ﹤0.01% 3922
2023
Q2 		$3K Buy
69
+59
+590% +$2.72K ﹤0.01% 3598
2023
Q1 		$0 Sell
10
-180
-95% -$7.47K ﹤0.01% 4036
2022
Q4 		$8K Buy
190
+171
+900% +$7.14K ﹤0.01% 2903
2022
Q3 		$1K Buy
19
+9
+90% +$412 ﹤0.01% 3598
2022
Q2 		$0 Sell
10
-27
-73% -$1.28K ﹤0.01% 3768
2022
Q1 		$2K Buy
37
+3
+9% +$194 ﹤0.01% 3130
2021
Q4 		$2K Buy
+34
New +$2.47K ﹤0.01% 3088
2021
Q2 		$3K Hold
34
– – ﹤0.01% 2494
2021
Q1 		$3K Hold
34
– – ﹤0.01% 2494
2020
Q4 		$3K Hold
34
– – ﹤0.01% 2494
2020
Q3 		$3K Hold
34
– – ﹤0.01% 2494
2020
Q2 		$3K Hold
34
– – ﹤0.01% 2494
2020
Q1 		$3K Hold
34
– – ﹤0.01% 2494
2019
Q4 		$3K Hold
34
– – ﹤0.01% 2494
2019
Q3 		$3K Hold
34
– – ﹤0.01% 2494
2019
Q2 		$3K Hold
34
– – ﹤0.01% 2494
2019
Q1 		$3K Buy
+34
New +$1.03K ﹤0.01% 2494

Other funds holding ATRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ATRC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its AtriCure (ATRC) stake by 255% in Q1 2026, buying an estimated $215K and bringing the position to 8,767 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Carson Wealth (CWM LLC) first reported a position in ATRC in Q1 2019 and has held it in 28 quarters since. 224 funds tracked by Wall St. Rank hold ATRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,767 shares of AtriCure worth $250K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,296 AtriCure shares in Q1 2026, an estimated $215K.
  • AtriCure made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2537 holding.
  • Carson Wealth (CWM LLC) first reported a position in AtriCure in Q1 2019 and has held it in 28 quarters since.
  • 224 funds tracked by Wall St. Rank held AtriCure as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.