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 Q3	$6.52K	Hold	116	–	–	﹤0.01%	786
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

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Private Wealth Management Group's ATRC Position: Q3 2026 in Review

Private Wealth Management Group held its AtriCure (ATRC) position steady in Q3 2026 at 116 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Private Wealth Management Group first reported a position in ATRC in Q4 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

Private Wealth Management Group held 116 shares of AtriCure worth $6.52K as of Q3 2026.
Private Wealth Management Group left its AtriCure share count unchanged in Q3 2026.
AtriCure made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #786 holding.
Private Wealth Management Group first reported a position in AtriCure in Q4 2023 and has held it in 11 quarters since.
64 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.