Mather Group’s AtriCure ATRC Stock Holding History

Mather 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	$1.57K	Buy	+55	New	+$1.88K	﹤0.01%	1725
2025 Q4	–	Sell	-195	Closed	-$6.87K	–	713
2025 Q3	$6.87K	Buy	+195	New	+$6.72K	﹤0.01%	1332
2025 Q2	–	Sell	-183	Closed	-$5.9K	–	682
2025 Q1	$5.9K	Buy	183 +120	+190%	+$4.46K	﹤0.01%	1372
2024 Q4	$1.93K	Sell	63 -7	-10%	-$225	﹤0.01%	1544
2024 Q3	$1.96K	Sell	70 -660	-90%	-$16.3K	﹤0.01%	1490
2024 Q2	$22.2K	Buy	730 +565	+342%	+$13K	﹤0.01%	1243
2024 Q1	$5.89K	Buy	+165	New	+$5.53K	﹤0.01%	1324
2023 Q3	–	Sell	-3,212	Closed	-$159K	–	537
2023 Q2	$159K	Buy	+3,212	New	+$148K	﹤0.01%	556

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