Diversify Wealth Management’s AtriCure ATRC Stock Holding History

Diversify Wealth 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	$318K	Buy	11,631 +2,476	+27%	+$84.5K	0.01%	941
2025 Q4	$333K	Sell	9,155 -148	-2%	-$5.43K	0.02%	514
2025 Q3	$317K	Sell	9,303 -570	-6%	-$19.6K	0.02%	449
2025 Q2	$354K	Sell	9,873 -482	-5%	-$15.7K	0.02%	426
2025 Q1	$359K	Sell	10,355 -243	-2%	-$9.02K	0.03%	412
2024 Q4	$333K	Sell	10,598 -267	-2%	-$8.59K	0.03%	419
2024 Q3	$313K	Sell	10,865 -1,089	-9%	-$26.8K	0.03%	389
2024 Q2	$256K	Buy	+11,954	New	+$276K	0.03%	382

Other funds holding ATRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Diversify Wealth Management's ATRC Position: Q1 2026 in Review

Diversify Wealth Management increased its AtriCure (ATRC) stake by 27% in Q1 2026, buying an estimated $84.5K and bringing the position to 11,631 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #941.

Diversify Wealth Management first reported a position in ATRC in Q2 2024 and has held it in 8 quarters since. The position peaked at $359K in Q1 2025. 223 funds tracked by Wall St. Rank hold ATRC as of Q1 2026.

Diversify Wealth Management held 11,631 shares of AtriCure worth $318K as of Q1 2026.
Diversify Wealth Management bought 2,476 AtriCure shares in Q1 2026, an estimated $84.5K.
AtriCure made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #941 holding.
Diversify Wealth Management first reported a position in AtriCure in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's AtriCure position peaked at $359K in Q1 2025.
223 funds tracked by Wall St. Rank held AtriCure as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.