IFP Advisors
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IFP Advisors’s AtriCure ATRC Stock Holding History

IFP 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
Q3 		$46.5K Hold
827
– – ﹤0.01% 2438
2026
Q2 		$23.1K Buy
827
+772
+1,404% +$21.7K ﹤0.01% 2885
2026
Q1 		$1.57K Buy
55
+46
+511% +$1.57K ﹤0.01% 4048
2025
Q4 		$356 Sell
9
-2
-18% -$73 ﹤0.01% 4361
2025
Q3 		$388 Buy
+11
New +$379 ﹤0.01% 4248
2025
Q2 		– Sell
-18
Closed -$585 – 4199
2025
Q1 		$581 Sell
18
-28
-61% -$1.04K ﹤0.01% 3426
2024
Q4 		$1.41K Sell
46
-2,517
-98% -$81K ﹤0.01% 3207
2024
Q3 		$71.9K Sell
2,563
-191
-7% -$4.71K ﹤0.01% 1559
2024
Q2 		$62.7K Sell
2,754
-31
-1% -$715 ﹤0.01% 1567
2024
Q1 		$84.7K Sell
2,785
-325
-10% -$10.9K ﹤0.01% 1357
2023
Q4 		$111K Buy
3,110
+203
+7% +$7.55K 0.01% 1201
2023
Q3 		$127K Sell
2,907
-14,651
-83% -$715K 0.01% 1155
2023
Q2 		$867K Buy
17,558
+14,621
+498% +$674K 0.04% 469
2023
Q1 		$71.1K Sell
2,937
-614
-17% -$25.5K ﹤0.01% 1411
2022
Q4 		$89K Buy
3,551
+7
+0.2% +$292 ﹤0.01% 1815
2022
Q3 		$89K Buy
3,544
+138
+4% +$6.31K ﹤0.01% 1936
2022
Q2 		$86K Hold
3,406
– – ﹤0.01% 1786
2022
Q1 		$86K Buy
3,406
+888
+35% +$57.5K ﹤0.01% 1786
2021
Q4 		$175K Sell
2,518
-6
-0.2% -$436 ﹤0.01% 1011
2021
Q3 		$176K Buy
2,524
+200
+9% +$15.4K ﹤0.01% 1017
2021
Q2 		$184K Sell
2,324
-1
-0% -$73 ﹤0.01% 943
2021
Q1 		$152K Buy
2,325
+385
+20% +$23.7K ﹤0.01% 967
2020
Q4 		$108K Buy
1,940
+905
+87% +$39.1K ﹤0.01% 1094
2020
Q3 		$40K Buy
1,035
+307
+42% +$13K ﹤0.01% 1369
2020
Q2 		$31K Buy
+728
New +$31.7K ﹤0.01% 1411
2016
Q1 		– Sell
-100
Closed -$2K – 2422
2015
Q4 		$2K Buy
+100
New +$2.06K ﹤0.01% 3296

Other funds holding ATRC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Lisanti Capital Growth
Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFP Advisors's ATRC Position: Q3 2026 in Review

IFP Advisors held its AtriCure (ATRC) position steady in Q3 2026 at 827 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

IFP Advisors first reported a position in ATRC in Q4 2015 and has held it in 26 quarters since. The position peaked at $867K in Q2 2023. 114 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

  • IFP Advisors held 827 shares of AtriCure worth $46.5K as of Q3 2026.
  • IFP Advisors left its AtriCure share count unchanged in Q3 2026.
  • AtriCure made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2438 holding.
  • IFP Advisors first reported a position in AtriCure in Q4 2015 and has held it in 26 quarters since.
  • IFP Advisors's AtriCure position peaked at $867K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.