Root Financial Partners
ATRC icon

Root Financial Partners’s AtriCure ATRC Stock Holding History

Root Financial Partners’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 		$8.71K Buy
+155
New +$6.99K ﹤0.01% 1980

Other funds holding ATRC

BlackRock
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

Root Financial Partners's ATRC Position: Q3 2026 in Review

Root Financial Partners opened a new position in AtriCure (ATRC) in Q3 2026: 155 shares worth $8.71K. The stake represents ﹤0.01% of the portfolio and ranks #1980 among its holdings.

221 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

  • Root Financial Partners held 155 shares of AtriCure worth $8.71K as of Q3 2026.
  • AtriCure was a new Root Financial Partners position in Q3 2026.
  • AtriCure made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1980 holding.
  • 221 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.