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 Q2	$426K	Sell	15,229 -675	-4%	-$19K	﹤0.01%	1235
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

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 $3.38T AUM 44.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Cresset Asset Management's ATRC Position: Q2 2026 in Review

Cresset Asset Management reduced its AtriCure (ATRC) stake by 4.2% in Q2 2026, selling an estimated $19K and leaving 15,229 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Cresset Asset Management first reported a position in ATRC in Q4 2018 and has held it in 14 quarters since. The position peaked at $454K in Q1 2026. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Cresset Asset Management held 15,229 shares of AtriCure worth $426K as of Q2 2026.
Cresset Asset Management sold 675 AtriCure shares in Q2 2026, an estimated $19K.
AtriCure made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1235 holding.
Cresset Asset Management first reported a position in AtriCure in Q4 2018 and has held it in 14 quarters since.
Cresset Asset Management's AtriCure position peaked at $454K in Q1 2026.
251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.