Larson Financial Group’s AtriCure ATRC Stock Holding History

Larson Financial Group’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	$18.9K	Buy	661 +137	+26%	+$4.67K	﹤0.01%	1879
2025 Q4	$20.7K	Hold	524	–	–	﹤0.01%	1703
2025 Q3	$18.5K	Buy	524 +169	+48%	+$5.82K	﹤0.01%	1683
2025 Q2	$11.6K	Sell	355 -53	-13%	-$1.72K	﹤0.01%	1733
2025 Q1	$13.2K	Sell	408 -104	-20%	-$3.86K	﹤0.01%	1531
2024 Q4	$15.6K	Buy	512 +157	+44%	+$5.05K	﹤0.01%	1312
2024 Q3	$9.95K	Buy	+355	New	+$8.75K	﹤0.01%	1482
2024 Q2	–	Sell	-17,270	Closed	-$525K	–	2432
2024 Q1	$525K	Sell	17,270 -1,363	-7%	-$45.7K	0.04%	239
2023 Q4	$665K	Sell	18,633 -4,399	-19%	-$164K	0.06%	186
2023 Q3	$1.01M	Buy	23,032 +838	+4%	+$40.9K	0.1%	155
2023 Q2	$1.1M	Buy	22,194 +1,314	+6%	+$60.6K	0.11%	153
2023 Q1	$865K	Buy	20,880 +99	+0.5%	+$4.11K	0.09%	164
2022 Q4	$922K	Sell	20,781 -1,764	-8%	-$73.7K	0.11%	154
2022 Q3	$882K	Buy	22,545 +22,325	+10,148%	+$1.02M	0.13%	137
2022 Q2	$9K	Buy	+220	New	+$10.4K	﹤0.01%	734

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