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Cornerstone Planning Group’s AtriCure ATRC Stock Holding History

Cornerstone Planning Group’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 		$912 Hold
31
– – ﹤0.01% 1495
2025
Q4 		$1.17K Hold
31
– – ﹤0.01% 1314
2025
Q3 		$1.06K Hold
31
– – ﹤0.01% 1291
2025
Q2 		$1.16K Hold
31
– – ﹤0.01% 1077
2025
Q1 		$1.01K Hold
31
– – ﹤0.01% 1130
2024
Q4 		$1.27K Hold
31
– – ﹤0.01% 909
2024
Q3 		$912 Hold
31
– – ﹤0.01% 955
2024
Q2 		$665 Buy
+31
New +$715 ﹤0.01% 1032

Other funds holding ATRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return