Marks Group Wealth Management’s AtriCure ATRC Stock Holding History

Marks Group 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	$962K	Buy	34,374 +5,401	+19%	+$152K	0.08%	210
2026 Q1	$827K	Hold	28,973	–	–	0.08%	205
2025 Q4	$1.15M	Hold	28,973	–	–	0.11%	176
2025 Q3	$1.02M	Hold	28,973	–	–	0.09%	175
2025 Q2	$949K	Buy	28,973 +7,788	+37%	+$253K	0.09%	182
2025 Q1	$683K	Hold	21,185	–	–	0.07%	211
2024 Q4	$647K	Hold	21,185	–	–	0.06%	199
2024 Q3	$594K	Hold	21,185	–	–	0.06%	207
2024 Q2	$482K	Buy	21,185 +3,186	+18%	+$73.5K	0.05%	225
2024 Q1	$548K	Hold	17,999	–	–	0.06%	211
2023 Q4	$642K	Hold	17,999	–	–	0.07%	194
2023 Q3	$788K	Hold	17,999	–	–	0.1%	179
2023 Q2	$888K	Buy	17,999 +3,564	+25%	+$164K	0.11%	171
2023 Q1	$598K	Hold	14,435	–	–	0.08%	197
2022 Q4	$641K	Hold	14,435	–	–	0.09%	188
2022 Q3	$564K	Hold	14,435	–	–	0.09%	191
2022 Q2	$590K	Buy	14,435 +1,749	+14%	+$82.8K	0.09%	200
2022 Q1	$833K	Hold	12,686	–	–	0.1%	179
2021 Q4	$882K	Hold	12,686	–	–	0.11%	186
2021 Q3	$882K	Buy	+12,686	New	+$976K	0.12%	160

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

Marks Group Wealth Management's ATRC Position: Q2 2026 in Review

Marks Group Wealth Management increased its AtriCure (ATRC) stake by 19% in Q2 2026, buying an estimated $152K and bringing the position to 34,374 shares worth $962K. The position accounts for 0.08% of the portfolio, ranked #210.

Marks Group Wealth Management first reported a position in ATRC in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q4 2025. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Marks Group Wealth Management held 34,374 shares of AtriCure worth $962K as of Q2 2026.
Marks Group Wealth Management bought 5,401 AtriCure shares in Q2 2026, an estimated $152K.
AtriCure made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #210 holding.
Marks Group Wealth Management first reported a position in AtriCure in Q3 2021 and has held it in 20 quarters since.
Marks Group Wealth Management's AtriCure position peaked at $1.15M in Q4 2025.
252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.