HWM
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HighMark Wealth Management’s AtriCure ATRC Stock Holding History

HighMark 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 		$2.34M Hold
83,720
– – 0.78% 22
2026
Q1 		$2.39M Hold
83,720
– – 0.97% 15
2025
Q4 		$3.31M Sell
83,720
-5
-0% -$183 1.35% 14
2025
Q3 		$2.95M Hold
83,725
– – 1.3% 16
2025
Q2 		$2.74M Hold
83,725
– – 1.34% 14
2025
Q1 		$2.7M Hold
83,725
– – 1.6% 11
2024
Q4 		$2.56M Buy
83,725
+13,500
+19% +$434K 1.47% 11
2024
Q3 		$1.97M Buy
70,225
+500
+0.7% +$12.3K 1.08% 14
2024
Q2 		$1.59M Buy
69,725
+60,600
+664% +$1.4M 0.96% 11
2024
Q1 		$278K Hold
9,125
– – 0.17% 51
2023
Q4 		$326K Buy
9,125
+6,300
+223% +$234K 0.24% 43
2023
Q3 		$124K Buy
2,825
+1,800
+176% +$87.8K 0.1% 69
2023
Q2 		$50.6K Hold
1,025
– – 0.04% 117
2023
Q1 		$42.5K Hold
1,025
– – 0.03% 147
2022
Q4 		$45.5K Hold
1,025
– – 0.03% 109
2022
Q3 		$40K Hold
1,025
– – 0.03% 108
2022
Q2 		$42K Buy
1,025
+700
+215% +$33.2K 0.03% 108
2022
Q1 		$21K Buy
+325
New +$21.1K 0.01% 172
2021
Q4 		– Sell
-327
Closed -$23K – 495
2021
Q3 		$23K Sell
327
-2
-0.6% -$154 0.02% 169
2021
Q2 		$26K Buy
329
+7
+2% +$509 0.02% 165
2021
Q1 		$21K Sell
322
-147
-31% -$9.05K 0.02% 164
2020
Q4 		$26K Sell
469
-2,372
-83% -$103K 0.02% 146
2020
Q3 		$78K Buy
2,841
+2,636
+1,286% +$112K 0.07% 80
2020
Q2 		$9K Buy
+205
New +$8.93K 0.01% 211

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 $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

HighMark Wealth Management held its AtriCure (ATRC) position steady in Q2 2026 at 83,720 shares worth $2.34M. The position accounts for 0.78% of the portfolio, ranked #22.

HighMark Wealth Management first reported a position in ATRC in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.31M in Q4 2025. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • HighMark Wealth Management held 83,720 shares of AtriCure worth $2.34M as of Q2 2026.
  • HighMark Wealth Management left its AtriCure share count unchanged in Q2 2026.
  • AtriCure made up 0.78% of HighMark Wealth Management's portfolio in Q2 2026, its #22 holding.
  • HighMark Wealth Management first reported a position in AtriCure in Q2 2020 and has held it in 24 quarters since.
  • HighMark Wealth Management's AtriCure position peaked at $3.31M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.