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 Q2	$1.04K	Hold	31	–	–	﹤0.01%	1487
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

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

Cornerstone Planning Group's ATRC Position: Q2 2026 in Review

Cornerstone Planning Group held its AtriCure (ATRC) position steady in Q2 2026 at 31 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Cornerstone Planning Group first reported a position in ATRC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.27K in Q4 2024. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Cornerstone Planning Group held 31 shares of AtriCure worth $1.04K as of Q2 2026.
Cornerstone Planning Group left its AtriCure share count unchanged in Q2 2026.
AtriCure made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1487 holding.
Cornerstone Planning Group first reported a position in AtriCure in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's AtriCure position peaked at $1.27K in Q4 2024.
252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.