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Meriwether Wealth & Planning’s AtriCure ATRC Stock Holding History

Meriwether Wealth & Planning’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 		$34.3K Buy
+610
New +$27.5K 0.02% 299

Other funds holding ATRC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Meriwether Wealth & Planning's ATRC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in AtriCure (ATRC) in Q3 2026: 610 shares worth $34.3K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings.

15 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

  • Meriwether Wealth & Planning held 610 shares of AtriCure worth $34.3K as of Q3 2026.
  • AtriCure was a new Meriwether Wealth & Planning position in Q3 2026.
  • AtriCure made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #299 holding.
  • 15 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.