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 Q2	$3.25K	Hold	116	–	–	﹤0.01%	1000
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Private Wealth Management Group's ATRC Position: Q2 2026 in Review

Private Wealth Management Group held its AtriCure (ATRC) position steady in Q2 2026 at 116 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Private Wealth Management Group first reported a position in ATRC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.59K in Q4 2025. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Private Wealth Management Group held 116 shares of AtriCure worth $3.25K as of Q2 2026.
Private Wealth Management Group left its AtriCure share count unchanged in Q2 2026.
AtriCure made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1000 holding.
Private Wealth Management Group first reported a position in AtriCure in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's AtriCure position peaked at $4.59K in Q4 2025.
252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.