LRI Investments’s AtriCure ATRC Stock Holding History

LRI Investments’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	–	Sell	-78	Closed	-$2.23K	–	1958
2026 Q1	$2.23K	Sell	78 -1	-1%	-$34	﹤0.01%	1249
2025 Q4	$3.12K	Buy	+79	New	+$2.9K	﹤0.01%	1133

Other funds holding ATRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LRI Investments's ATRC Position: Q2 2026 in Review

LRI Investments sold out of AtriCure (ATRC) in Q2 2026, closing a stake of 78 shares — an estimated $2.23K sold.

LRI Investments first reported a position in ATRC in Q4 2025 and held it in 2 quarters. The position peaked at $3.12K in Q4 2025. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

LRI Investments reported no remaining AtriCure position as of Q2 2026 after selling out during the quarter.
LRI Investments sold 78 AtriCure shares in Q2 2026, an estimated $2.23K.
LRI Investments first reported a position in AtriCure in Q4 2025 and held it in 2 quarters.
LRI Investments's AtriCure position peaked at $3.12K in Q4 2025.
251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.