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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
Q2 		$448K Buy
11,993
+362
+3% +$10.2K 0.01% 902
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Diversify Wealth Management's ATRC Position: Q2 2026 in Review

Diversify Wealth Management increased its AtriCure (ATRC) stake by 3.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 11,993 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #902.

Diversify Wealth Management first reported a position in ATRC in Q2 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Diversify Wealth Management held 11,993 shares of AtriCure worth $448K as of Q2 2026.
  • Diversify Wealth Management bought 362 AtriCure shares in Q2 2026, an estimated $10.2K.
  • AtriCure made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #902 holding.
  • Diversify Wealth Management first reported a position in AtriCure in Q2 2024 and has held it in 9 quarters since.
  • 251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.