Envestnet Asset Management
ATRC icon

Envestnet Asset Management’s AtriCure ATRC Stock Holding History

Envestnet 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 		$1.54M Sell
55,141
-2,736
-5% -$77K ﹤0.01% 3341
2026
Q1 		$1.65M Sell
57,877
-424
-0.7% -$14.5K ﹤0.01% 3142
2025
Q4 		$2.31M Buy
58,301
+3,993
+7% +$146K ﹤0.01% 2720
2025
Q3 		$1.91M Sell
54,308
-4,152
-7% -$143K ﹤0.01% 2902
2025
Q2 		$1.92M Buy
58,460
+1,804
+3% +$58.6K ﹤0.01% 2858
2025
Q1 		$1.83M Buy
56,656
+10,570
+23% +$392K ﹤0.01% 2797
2024
Q4 		$1.41M Sell
46,086
-2,104
-4% -$67.7K ﹤0.01% 2926
2024
Q3 		$1.35M Sell
48,190
-69,526
-59% -$1.71M ﹤0.01% 2917
2024
Q2 		$2.68M Sell
117,716
-225
-0.2% -$5.19K ﹤0.01% 2437
2024
Q1 		$3.59M Buy
117,941
+1,627
+1% +$54.5K ﹤0.01% 2211
2023
Q4 		$4.15M Sell
116,314
-676
-0.6% -$25.1K ﹤0.01% 2016
2023
Q3 		$5.12M Buy
116,990
+65,653
+128% +$3.2M ﹤0.01% 1781
2023
Q2 		$2.53M Sell
51,337
-2,389
-4% -$110K ﹤0.01% 2135
2023
Q1 		$2.23M Buy
53,726
+2,953
+6% +$123K ﹤0.01% 2131
2022
Q4 		$2.25M Sell
50,773
-9,758
-16% -$408K ﹤0.01% 2072
2022
Q3 		$2.37M Sell
60,531
-596
-1% -$27.3K ﹤0.01% 1983
2022
Q2 		$2.5M Buy
61,127
+3,220
+6% +$153K ﹤0.01% 1964
2022
Q1 		$3.8M Sell
57,907
-649
-1% -$42.1K ﹤0.01% 1769
2021
Q4 		$4.07M Buy
58,556
+2,630
+5% +$191K ﹤0.01% 1709
2021
Q3 		$3.89M Buy
55,926
+2,214
+4% +$170K ﹤0.01% 1685
2021
Q2 		$4.26M Buy
53,712
+5,146
+11% +$374K ﹤0.01% 1615
2021
Q1 		$3.18M Buy
48,566
+30,480
+169% +$1.88M ﹤0.01% 1670
2020
Q4 		$1.01M Buy
18,086
+6,712
+59% +$290K ﹤0.01% 2207
2020
Q3 		$454K Buy
11,374
+1,289
+13% +$54.7K ﹤0.01% 2513
2020
Q2 		$453K Buy
+10,085
New +$439K ﹤0.01% 2475

Other funds holding ATRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

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

Envestnet Asset Management reduced its AtriCure (ATRC) stake by 4.7% in Q2 2026, selling an estimated $77K and leaving 55,141 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Envestnet Asset Management first reported a position in ATRC in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.12M in Q3 2023. 85 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Envestnet Asset Management held 55,141 shares of AtriCure worth $1.54M as of Q2 2026.
  • Envestnet Asset Management sold 2,736 AtriCure shares in Q2 2026, an estimated $77K.
  • AtriCure made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3341 holding.
  • Envestnet Asset Management first reported a position in AtriCure in Q2 2020 and has held it in 25 quarters since.
  • Envestnet Asset Management's AtriCure position peaked at $5.12M in Q3 2023.
  • 85 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.