Portside Wealth Group
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Portside Wealth Group’s AtriCure ATRC Stock Holding History

Portside Wealth Group’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 		$216K Buy
+3,844
New +$173K 0.02% 495
2025
Q4 		– Sell
-6,093
Closed -$215K – 467
2025
Q3 		$215K Sell
6,093
-404
-6% -$13.9K 0.03% 449
2025
Q2 		$213K Buy
+6,497
New +$211K 0.03% 429

Other funds holding ATRC

Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Portside Wealth Group's ATRC Position: Q3 2026 in Review

Portside Wealth Group opened a new position in AtriCure (ATRC) in Q3 2026: 3,844 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #495 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in ATRC as recently as Q3 2025.

Portside Wealth Group first reported a position in ATRC in Q2 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

  • Portside Wealth Group held 3,844 shares of AtriCure worth $216K as of Q3 2026.
  • AtriCure was a new Portside Wealth Group position in Q3 2026.
  • AtriCure made up 0.02% of Portside Wealth Group's portfolio in Q3 2026, its #495 holding.
  • Portside Wealth Group first reported a position in AtriCure in Q2 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.