Orion Portfolio Solutions’s AtriCure ATRC Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.06M	Buy	63,706 +19,122	+43%	+$710K	0.02%	689
2024 Q4	$1.36M	Buy	44,584 +3,963	+10%	+$127K	0.01%	889
2024 Q3	$1.14M	Sell	40,621 -40,829	-50%	-$1.01M	0.01%	985
2024 Q2	$1.85M	Buy	81,450 +13,329	+20%	+$308K	0.02%	675
2024 Q1	$2.07M	Buy	68,121 +14,360	+27%	+$481K	0.02%	646
2023 Q4	$1.88M	Sell	53,761 -17,393	-24%	-$647K	0.02%	660
2023 Q3	$3.12M	Sell	71,154 -3,808	-5%	-$186K	0.04%	421
2023 Q2	$3.7M	Sell	74,962 -4,807	-6%	-$222K	0.04%	408
2023 Q1	$3.31M	Buy	+79,769	New	+$3.31M	0.04%	391
2020 Q3	–	Sell	-7	Closed	–	–	548
2020 Q2	$0	Buy	7 +4	+133%	+$174	﹤0.01%	2181
2020 Q1	$0	Sell	3 -5	-63%	-$180	﹤0.01%	1899
2019 Q4	$0	Buy	+8	New	+$228	﹤0.01%	1804

Other funds holding ATRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Orion Portfolio Solutions's ATRC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its AtriCure (ATRC) stake by 43% in Q1 2025, buying an estimated $710K and bringing the position to 63,706 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #689.

Orion Portfolio Solutions first reported a position in ATRC in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.7M in Q2 2023. 221 funds tracked by Wall St. Rank hold ATRC as of Q1 2025.

Orion Portfolio Solutions held 63,706 shares of AtriCure worth $2.06M as of Q1 2025.
Orion Portfolio Solutions bought 19,122 AtriCure shares in Q1 2025, an estimated $710K.
AtriCure made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #689 holding.
Orion Portfolio Solutions first reported a position in AtriCure in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's AtriCure position peaked at $3.7M in Q2 2023.
221 funds tracked by Wall St. Rank held AtriCure as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.