Cresset Asset Management’s AtriCure ATRC Stock Holding History

Cresset Asset Management’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	$454K	Buy	15,904 +4,818	+43%	+$164K	﹤0.01%	1106
2025 Q4	$439K	Buy	11,086 +663	+6%	+$24.3K	﹤0.01%	1128
2025 Q3	$367K	Sell	10,423 -543	-5%	-$18.7K	﹤0.01%	1166
2025 Q2	$359K	Sell	10,966 -362	-3%	-$11.8K	﹤0.01%	1061
2025 Q1	$365K	Buy	+11,328	New	+$421K	﹤0.01%	1223
2024 Q4	–	Sell	-14,668	Closed	-$411K	–	1789
2024 Q3	$411K	Sell	14,668 -901	-6%	-$22.2K	﹤0.01%	1633
2024 Q2	$355K	Buy	15,569 +1,632	+12%	+$37.7K	﹤0.01%	1627
2024 Q1	$424K	Buy	13,937 +8,170	+142%	+$274K	﹤0.01%	1421
2023 Q4	$206K	Sell	5,767 -2,682	-32%	-$99.8K	﹤0.01%	1684
2023 Q3	$370K	Buy	8,449 +1,579	+23%	+$77K	﹤0.01%	1336
2023 Q2	$339K	Buy	+6,870	New	+$317K	﹤0.01%	1468
2019 Q2	–	Sell	-120	Closed	-$3K	–	572
2019 Q1	$3K	Hold	120	–	–	﹤0.01%	1492
2018 Q4	$4K	Buy	+120	New	+$3.74K	﹤0.01%	1069

Other funds holding ATRC

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return