Diversify Advisory Services’s AtriCure ATRC Stock Holding History

Diversify Advisory Services’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 Q3	$679K	Sell	11,745 -248	-2%	-$11.2K	0.01%	804
2026 Q2	$448K	Buy	+11,993	New	+$337K	0.01%	902
2024 Q2	–	Sell	-8,865	Closed	-$258K	–	641
2024 Q1	$258K	Buy	+8,865	New	+$297K	0.02%	564

Other funds holding ATRC

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Diversify Advisory Services's ATRC Position: Q3 2026 in Review

Diversify Advisory Services reduced its AtriCure (ATRC) stake by 2.1% in Q3 2026, selling an estimated $11.2K and leaving 11,745 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #804.

Diversify Advisory Services first reported a position in ATRC in Q1 2024 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

Diversify Advisory Services held 11,745 shares of AtriCure worth $679K as of Q3 2026.
Diversify Advisory Services sold 248 AtriCure shares in Q3 2026, an estimated $11.2K.
AtriCure made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #804 holding.
Diversify Advisory Services first reported a position in AtriCure in Q1 2024 and has held it in 3 quarters since.
32 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.