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True Wealth Design’s AtriCure ATRC Stock Holding History

True Wealth Design’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 		$6.16K Buy
220
+188
+588% +$5.29K ﹤0.01% 1251
2026
Q1 		$913 Hold
32
– – ﹤0.01% 1833
2025
Q4 		$1.27K Sell
32
-26
-45% -$953 ﹤0.01% 1620
2025
Q3 		$2.04K Buy
58
+11
+23% +$379 ﹤0.01% 1449
2025
Q2 		$1.54K Sell
47
-5
-10% -$162 ﹤0.01% 1284
2025
Q1 		$1.68K Hold
52
– – ﹤0.01% 1071
2024
Q4 		$1.59K Buy
52
+37
+247% +$1.19K ﹤0.01% 798
2024
Q3 		$421 Buy
+15
New +$370 ﹤0.01% 1124

Other funds holding ATRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

True Wealth Design's ATRC Position: Q2 2026 in Review

True Wealth Design increased its AtriCure (ATRC) stake by 588% in Q2 2026, buying an estimated $5.29K and bringing the position to 220 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

True Wealth Design first reported a position in ATRC in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • True Wealth Design held 220 shares of AtriCure worth $6.16K as of Q2 2026.
  • True Wealth Design bought 188 AtriCure shares in Q2 2026, an estimated $5.29K.
  • AtriCure made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1251 holding.
  • True Wealth Design first reported a position in AtriCure in Q3 2024 and has held it in 8 quarters since.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.