Farther Finance Advisors’s AtriCure ATRC Stock Holding History

Farther Finance Advisors’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	$56.8K	Sell	2,005 -741	-27%	-$25.3K	﹤0.01%	2906
2025 Q4	$109K	Buy	2,746 +1,614	+143%	+$59.2K	﹤0.01%	2298
2025 Q3	$39.9K	Buy	1,132 +1,073	+1,819%	+$37K	﹤0.01%	2579
2025 Q2	$1.93K	Buy	59 +8	+16%	+$260	﹤0.01%	3709
2025 Q1	$1.7K	Hold	51	–	–	﹤0.01%	3453
2024 Q4	$1.56K	Sell	51 -5	-9%	-$161	﹤0.01%	3098
2024 Q3	$1.57K	Buy	56 +31	+124%	+$764	﹤0.01%	3083
2024 Q2	$563	Hold	25	–	–	﹤0.01%	3247
2024 Q1	$727	Sell	25 -79	-76%	-$2.65K	﹤0.01%	2898
2023 Q4	$3.71K	Buy	+104	New	+$3.87K	﹤0.01%	2116

Other funds holding ATRC

AllianceBernstein

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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