Moody National Bank Trust Division’s AtriCure ATRC Stock Holding History

Moody National Bank Trust Division’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	$215K	Buy	+3,828	New	+$173K	0.02%	473
2019 Q2	–	Sell	-197	Closed	-$5K	–	414
2019 Q1	$5K	Buy	+197	New	+$5.98K	﹤0.01%	858

Other funds holding ATRC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

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

Moody National Bank Trust Division's ATRC Position: Q3 2026 in Review

Moody National Bank Trust Division opened a new position in AtriCure (ATRC) in Q3 2026: 3,828 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #473 among its holdings. This is a return to the name: Moody National Bank Trust Division previously reported a position in ATRC as recently as Q1 2019.

Moody National Bank Trust Division first reported a position in ATRC in Q1 2019 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

Moody National Bank Trust Division held 3,828 shares of AtriCure worth $215K as of Q3 2026.
AtriCure was a new Moody National Bank Trust Division position in Q3 2026.
AtriCure made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #473 holding.
Moody National Bank Trust Division first reported a position in AtriCure in Q1 2019 and has held it in 2 quarters since.
18 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.