Nicholas Company’s AtriCure ATRC Stock Holding History

Nicholas Company’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	$5.84M	Sell	204,595 -910	-0.4%	-$31.1K	0.11%	158
2025 Q4	$8.13M	Buy	205,505 +12,870	+7%	+$472K	0.14%	131
2025 Q3	$6.79M	Hold	192,635	–	–	0.12%	158
2025 Q2	$6.31M	Buy	192,635 +15,135	+9%	+$492K	0.11%	167
2025 Q1	$5.73M	Hold	177,500	–	–	0.1%	178
2024 Q4	$5.42M	Hold	177,500	–	–	0.09%	192
2024 Q3	$4.98M	Buy	177,500 +80	+0%	+$1.97K	0.08%	192
2024 Q2	$4.04M	Hold	177,420	–	–	0.07%	203
2024 Q1	$5.4M	Buy	177,420 +6,600	+4%	+$221K	0.09%	189
2023 Q4	$6.1M	Buy	170,820 +23,195	+16%	+$863K	0.11%	177
2023 Q3	$6.47M	Buy	147,625 +20	+0%	+$976	0.13%	157
2023 Q2	$7.29M	Hold	147,605	–	–	0.14%	151
2023 Q1	$6.12M	Buy	147,605 +5,130	+4%	+$213K	0.12%	174
2022 Q4	$6.32M	Sell	142,475 -32,565	-19%	-$1.36M	0.14%	162
2022 Q3	$6.84M	Buy	175,040 +30,465	+21%	+$1.39M	0.16%	144
2022 Q2	$5.91M	Buy	144,575 +29,575	+26%	+$1.4M	0.13%	178
2022 Q1	$7.55M	Buy	115,000 +17,190	+18%	+$1.11M	0.13%	170
2021 Q4	$6.8M	Buy	+97,810	New	+$7.11M	0.11%	199

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