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Oak Harvest Investment Services’s AtriCure ATRC Stock Holding History

Oak Harvest Investment Services’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
Q2 		– Sell
-45,000
Closed -$1.28M – 169
2026
Q1 		$1.28M Buy
45,000
+7,500
+20% +$256K 0.13% 107
2025
Q4 		$1.48M Buy
+37,500
New +$1.37M 0.16% 102

Other funds holding ATRC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Oak Harvest Investment Services's ATRC Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of AtriCure (ATRC) in Q2 2026, closing a stake of 45,000 shares — an estimated $1.28M sold.

Oak Harvest Investment Services first reported a position in ATRC in Q4 2025 and held it in 2 quarters. The position peaked at $1.48M in Q4 2025. 30 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining AtriCure position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 45,000 AtriCure shares in Q2 2026, an estimated $1.28M.
  • Oak Harvest Investment Services first reported a position in AtriCure in Q4 2025 and held it in 2 quarters.
  • Oak Harvest Investment Services's AtriCure position peaked at $1.48M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.