Henshaw Capital’s AtriCure ATRC Stock Holding History

Henshaw Capital’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
2025 Q4	–	Sell	-15,560	Closed	-$548K	–	171
2025 Q3	$548K	Sell	15,560 -3,542	-19%	-$122K	0.02%	168
2025 Q2	$626K	Hold	19,102	–	–	0.02%	206
2025 Q1	$616K	Hold	19,102	–	–	0.03%	200
2024 Q4	$584K	Hold	19,102	–	–	0.02%	190
2024 Q3	$536K	Buy	19,102 +6,061	+46%	+$149K	0.02%	209
2024 Q2	$297K	Buy	13,041 +2,224	+21%	+$51.3K	0.01%	248
2024 Q1	$329K	Hold	10,817	–	–	0.02%	230
2023 Q4	$386K	Hold	10,817	–	–	0.02%	204
2023 Q3	$474K	Buy	10,817 +4,732	+78%	+$231K	0.03%	162
2023 Q2	$300K	Hold	6,085	–	–	0.02%	182
2023 Q1	$252K	Hold	6,085	–	–	0.02%	200
2022 Q4	$270K	Hold	6,085	–	–	0.02%	191
2022 Q3	$238K	Hold	6,085	–	–	0.02%	245
2022 Q2	$249K	Buy	6,085 +1,218	+25%	+$57.7K	0.02%	254
2022 Q1	$320K	Hold	4,867	–	–	0.02%	235
2021 Q4	$338K	Hold	4,867	–	–	0.02%	235
2021 Q3	$339K	Buy	4,867 +458	+10%	+$35.2K	0.02%	230
2021 Q2	$350K	Buy	4,409 +1,094	+33%	+$79.5K	0.02%	248
2021 Q1	$217K	Buy	+3,315	New	+$204K	0.01%	323

Other funds holding ATRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AllianceBernstein

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

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return