Clearstead Advisors’s AtriCure ATRC Stock Holding History

Clearstead 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	$588	Buy	+21	New	+$591	﹤0.01%	2878
2026 Q1	–	Sell	-3	Closed	-$119	–	2295
2025 Q4	$119	Sell	3 -45	-94%	-$1.65K	﹤0.01%	2493
2025 Q3	$1.69K	Sell	48 -240	-83%	-$8.27K	﹤0.01%	2498
2025 Q2	$9.44K	Buy	288 +20	+7%	+$650	﹤0.01%	1910
2025 Q1	$8.65K	Buy	268 +81	+43%	+$3.01K	﹤0.01%	1642
2024 Q4	$5.71K	Hold	187	–	–	﹤0.01%	1691
2024 Q3	$5.24K	Sell	187 -362	-66%	-$8.92K	﹤0.01%	1703
2024 Q2	$12.5K	Buy	+549	New	+$12.7K	﹤0.01%	1499
2021 Q4	–	Sell	-326	Closed	-$23K	–	1277
2021 Q3	$23K	Buy	+326	New	+$25.1K	﹤0.01%	762

Other funds holding ATRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Clearstead Advisors's ATRC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in AtriCure (ATRC) in Q2 2026: 21 shares worth $588. The stake represents ﹤0.01% of the portfolio and ranks #2878 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ATRC as recently as Q4 2025.

Clearstead Advisors first reported a position in ATRC in Q3 2021 and has held it in 9 quarters since. The position peaked at $23K in Q3 2021. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Clearstead Advisors held 21 shares of AtriCure worth $588 as of Q2 2026.
AtriCure was a new Clearstead Advisors position in Q2 2026.
AtriCure made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2878 holding.
Clearstead Advisors first reported a position in AtriCure in Q3 2021 and has held it in 9 quarters since.
Clearstead Advisors's AtriCure position peaked at $23K in Q3 2021.
252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.