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Pinnacle Wealth Planning Services’s AtriCure ATRC Stock Holding History

Pinnacle Wealth Planning 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 		$37K Sell
1,321
-41
-3% -$1.15K ﹤0.01% 1478
2026
Q1 		$38.9K Hold
1,362
– – ﹤0.01% 1336
2025
Q4 		$53.9K Buy
+1,362
New +$49.9K 0.01% 1148

Other funds holding ATRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Pinnacle Wealth Planning Services's ATRC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its AtriCure (ATRC) stake by 3% in Q2 2026, selling an estimated $1.15K and leaving 1,321 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Pinnacle Wealth Planning Services first reported a position in ATRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.9K in Q4 2025. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,321 shares of AtriCure worth $37K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 41 AtriCure shares in Q2 2026, an estimated $1.15K.
  • AtriCure made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1478 holding.
  • Pinnacle Wealth Planning Services first reported a position in AtriCure in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's AtriCure position peaked at $53.9K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.