Cornerstone Planning Group
ATRC icon

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
Q3 		– Sell
-31
Closed -$1.04K – 288
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

Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

Cornerstone Planning Group's ATRC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of AtriCure (ATRC) in Q3 2026, closing a stake of 31 shares — an estimated $1.04K sold.

Cornerstone Planning Group first reported a position in ATRC in Q2 2024 and held it in 9 quarters. The position peaked at $1.27K in Q4 2024. 30 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining AtriCure position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 31 AtriCure shares in Q3 2026, an estimated $1.04K.
  • Cornerstone Planning Group first reported a position in AtriCure in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's AtriCure position peaked at $1.27K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.