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 Q2	$453K	Buy	16,197 +2,778	+21%	+$78.2K	﹤0.01%	3260
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

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

Creative Planning's ATRC Position: Q2 2026 in Review

Creative Planning increased its AtriCure (ATRC) stake by 21% in Q2 2026, buying an estimated $78.2K and bringing the position to 16,197 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

Creative Planning first reported a position in ATRC in Q3 2015 and has held it in 10 quarters since. The position peaked at $496K in Q4 2025. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Creative Planning held 16,197 shares of AtriCure worth $453K as of Q2 2026.
Creative Planning bought 2,778 AtriCure shares in Q2 2026, an estimated $78.2K.
AtriCure made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3260 holding.
Creative Planning first reported a position in AtriCure in Q3 2015 and has held it in 10 quarters since.
Creative Planning's AtriCure position peaked at $496K in Q4 2025.
252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.