Essential Partners’s AtriCure ATRC Stock Holding History

Essential Partners’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	$3.2K	Sell	57 -6	-10%	-$271	﹤0.01%	1723
2026 Q2	$1.76K	Sell	63 -305	-83%	-$8.58K	﹤0.01%	2030
2026 Q1	$10.5K	Buy	368 +330	+868%	+$11.3K	﹤0.01%	1233
2025 Q4	$1.5K	Sell	38 -21	-36%	-$770	﹤0.01%	1898
2025 Q3	$2.08K	Buy	59 +39	+195%	+$1.34K	﹤0.01%	1777
2025 Q2	$655	Buy	+20	New	+$650	﹤0.01%	1625

Other funds holding ATRC

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

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

NAM

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's ATRC Position: Q3 2026 in Review

Essential Partners reduced its AtriCure (ATRC) stake by 9.5% in Q3 2026, selling an estimated $271 and leaving 57 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Essential Partners first reported a position in ATRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q1 2026. 18 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

Essential Partners held 57 shares of AtriCure worth $3.2K as of Q3 2026.
Essential Partners sold 6 AtriCure shares in Q3 2026, an estimated $271.
AtriCure made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1723 holding.
Essential Partners first reported a position in AtriCure in Q2 2025 and has held it in 6 quarters since.
Essential Partners's AtriCure position peaked at $10.5K in Q1 2026.
18 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.