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Diversified Trust’s AtriCure ATRC Stock Holding History

Diversified Trust’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 		$1.41M Buy
50,222
+10,132
+25% +$285K 0.02% 379
2026
Q1 		$1.14M Buy
40,090
+2,654
+7% +$90.6K 0.02% 417
2025
Q4 		$1.48M Buy
37,436
+2,800
+8% +$103K 0.03% 328
2025
Q3 		$1.22M Buy
34,636
+714
+2% +$24.6K 0.02% 368
2025
Q2 		$1.11M Hold
33,922
– – 0.02% 353
2025
Q1 		$1.09M Sell
33,922
-2,679
-7% -$99.4K 0.03% 337
2024
Q4 		$1.12M Sell
36,601
-3,130
-8% -$101K 0.03% 345
2024
Q3 		$1.11M Buy
39,731
+4,751
+14% +$117K 0.03% 351
2024
Q2 		$796K Buy
34,980
+1,558
+5% +$36K 0.02% 397
2024
Q1 		$1.02M Buy
33,422
+6,139
+23% +$206K 0.03% 316
2023
Q4 		$974K Buy
27,283
+8,703
+47% +$324K 0.03% 299
2023
Q3 		$814K Buy
18,580
+5,731
+45% +$280K 0.03% 316
2023
Q2 		$634K Buy
12,849
+1,599
+14% +$73.7K 0.02% 391
2023
Q1 		$466K Sell
11,250
-225
-2% -$9.34K 0.02% 486
2022
Q4 		$509K Sell
11,475
-597
-5% -$24.9K 0.02% 416
2022
Q3 		$472K Buy
12,072
+2,397
+25% +$110K 0.02% 411
2022
Q2 		$395K Buy
9,675
+2,225
+30% +$105K 0.02% 468
2022
Q1 		$489K Sell
7,450
-3,882
-34% -$252K 0.02% 458
2021
Q4 		$788K Buy
11,332
+5,082
+81% +$369K 0.03% 314
2021
Q3 		$435K Sell
6,250
-950
-13% -$73.1K 0.02% 444
2021
Q2 		$571K Sell
7,200
-3,050
-30% -$222K 0.02% 357
2021
Q1 		$672K Hold
10,250
– – 0.03% 290
2020
Q4 		$571K Hold
10,250
– – 0.02% 309
2020
Q3 		$409K Buy
10,250
+2,125
+26% +$90.1K 0.02% 353
2020
Q2 		$365K Buy
8,125
+400
+5% +$17.4K 0.02% 327
2020
Q1 		$259K Buy
+7,725
New +$278K 0.02% 320

Other funds holding ATRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Diversified Trust's ATRC Position: Q2 2026 in Review

Diversified Trust increased its AtriCure (ATRC) stake by 25% in Q2 2026, buying an estimated $285K and bringing the position to 50,222 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #379.

Diversified Trust first reported a position in ATRC in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.48M in Q4 2025. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Diversified Trust held 50,222 shares of AtriCure worth $1.41M as of Q2 2026.
  • Diversified Trust bought 10,132 AtriCure shares in Q2 2026, an estimated $285K.
  • AtriCure made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #379 holding.
  • Diversified Trust first reported a position in AtriCure in Q1 2020 and has held it in 26 quarters since.
  • Diversified Trust's AtriCure position peaked at $1.48M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.