Merit Financial Group’s AtriCure ATRC Stock Holding History

Merit 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 Q3	–	Sell	-8,524	Closed	-$239K	–	2426
2026 Q2	$239K	Buy	+8,524	New	+$240K	﹤0.01%	1980

Other funds holding ATRC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Merit Financial Group's ATRC Position: Q3 2026 in Review

Merit Financial Group sold out of AtriCure (ATRC) in Q3 2026, closing a stake of 8,524 shares — an estimated $239K sold.

Merit Financial Group first reported a position in ATRC in Q2 2026 and held it in 1 quarter. The position peaked at $239K in Q2 2026. 114 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

Merit Financial Group reported no remaining AtriCure position as of Q3 2026 after selling out during the quarter.
Merit Financial Group sold 8,524 AtriCure shares in Q3 2026, an estimated $239K.
Merit Financial Group first reported a position in AtriCure in Q2 2026 and held it in 1 quarter.
Merit Financial Group's AtriCure position peaked at $239K in Q2 2026.
114 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.