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Principal Securities’s AtriCure ATRC Stock Holding History

Principal Securities’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
Q4 		– Sell
-5
Closed -$176 – 1503
2025
Q3 		$176 Sell
5
-8
-62% -$276 ﹤0.01% 3659
2025
Q2 		$426 Sell
13
-473
-97% -$15.4K ﹤0.01% 3506
2025
Q1 		$14.9K Hold
486
– – ﹤0.01% 2358
2024
Q4 		$14.9K Sell
486
-213
-30% -$6.85K ﹤0.01% 2354
2024
Q3 		$19.6K Buy
699
+120
+21% +$2.96K ﹤0.01% 2134
2024
Q2 		$13.2K Buy
579
+132
+30% +$3.05K ﹤0.01% 2268
2024
Q1 		$13.6K Buy
447
+61
+16% +$2.04K ﹤0.01% 2194
2023
Q4 		$13.8K Buy
+386
New +$14.4K ﹤0.01% 2106

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
AllianceBernstein
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return