Creative Planning
ATRC icon

Creative Planning’s AtriCure ATRC Stock Holding History

Creative Planning’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 		$383K Buy
13,419
+873
+7% +$29.8K ﹤0.01% 3235
2025
Q4 		$496K Sell
12,546
-309
-2% -$11.3K ﹤0.01% 2854
2025
Q3 		$453K Buy
12,855
+809
+7% +$27.9K ﹤0.01% 2808
2025
Q2 		$395K Sell
12,046
-1,235
-9% -$40.1K ﹤0.01% 2667
2025
Q1 		$428K Buy
13,281
+1,558
+13% +$57.8K ﹤0.01% 2433
2024
Q4 		$358K Buy
11,723
+280
+2% +$9.01K ﹤0.01% 2522
2024
Q3 		$321K Buy
+11,443
New +$282K ﹤0.01% 2461
2023
Q4 		– Sell
-4,643
Closed -$203K – 2771
2023
Q3 		$203K Buy
+4,643
New +$227K ﹤0.01% 2230
2015
Q4 		– Sell
-50
Closed -$1K – 4401
2015
Q3 		$1K Buy
+50
New +$1.25K ﹤0.01% 4069

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