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Stephens Consulting’s AtriCure ATRC Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-20
Closed -$646 – 1268
2025
Q1 		$646 Buy
+20
New +$742 ﹤0.01% 861
2024
Q3 		– Sell
-51
Closed -$1.16K – 532
2024
Q2 		$1.16K Buy
+51
New +$1.18K ﹤0.01% 583

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stephens Consulting's ATRC Position: Q2 2025 in Review

Stephens Consulting sold out of AtriCure (ATRC) in Q2 2025, closing a stake of 20 shares — an estimated $646 sold.

Stephens Consulting first reported a position in ATRC in Q2 2024 and held it in 2 quarters. The position peaked at $1.16K in Q2 2024. 201 funds tracked by Wall St. Rank hold ATRC as of Q2 2025.

  • Stephens Consulting reported no remaining AtriCure position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 AtriCure shares in Q2 2025, an estimated $646.
  • Stephens Consulting first reported a position in AtriCure in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's AtriCure position peaked at $1.16K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held AtriCure as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.