PWMG
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Private Wealth Management Group’s AtriCure ATRC Stock Holding History

Private Wealth Management 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
Q1 		$3.31K Hold
116
– – ﹤0.01% 913
2025
Q4 		$4.59K Hold
116
– – ﹤0.01% 813
2025
Q3 		$4.09K Hold
116
– – ﹤0.01% 870
2025
Q2 		$3.8K Hold
116
– – ﹤0.01% 865
2025
Q1 		$3.74K Hold
116
– – ﹤0.01% 835
2024
Q4 		$3.54K Hold
116
– – ﹤0.01% 877
2024
Q3 		$3.25K Buy
116
+28
+32% +$690 ﹤0.01% 890
2024
Q2 		$2K Buy
+88
New +$2.03K ﹤0.01% 1043
2024
Q1 		– Sell
-33
Closed -$1.18K – 1508
2023
Q4 		$1.18K Buy
+33
New +$1.23K ﹤0.01% 1202

Other funds holding ATRC

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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return