Spire Wealth Management’s AtriCure ATRC Stock Holding History

Spire Wealth Management’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	$17.2K	Buy	+616	New	+$17.3K	﹤0.01%	1485
2022 Q2	–	Sell	-146	Closed	-$10K	–	2655
2022 Q1	$10K	Sell	146 -26	-15%	-$1.69K	﹤0.01%	2020
2021 Q4	$12K	Sell	172 -177	-51%	-$12.9K	﹤0.01%	2297
2021 Q3	$24K	Sell	349 -3,035	-90%	-$234K	﹤0.01%	1775
2021 Q2	$268K	Buy	3,384 +393	+13%	+$28.6K	0.01%	821
2021 Q1	$196K	Buy	+2,991	New	+$184K	0.01%	1072

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

Spire Wealth Management's ATRC Position: Q2 2026 in Review

Spire Wealth Management opened a new position in AtriCure (ATRC) in Q2 2026: 616 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1485 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in ATRC as recently as Q1 2022.

Spire Wealth Management first reported a position in ATRC in Q1 2021 and has held it in 6 quarters since. The position peaked at $268K in Q2 2021. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Spire Wealth Management held 616 shares of AtriCure worth $17.2K as of Q2 2026.
AtriCure was a new Spire Wealth Management position in Q2 2026.
AtriCure made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1485 holding.
Spire Wealth Management first reported a position in AtriCure in Q1 2021 and has held it in 6 quarters since.
Spire Wealth Management's AtriCure position peaked at $268K in Q2 2021.
252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.