TWD
ATRC icon

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
Q3 		$12.4K Hold
220
– – ﹤0.01% 991
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's ATRC Position: Q3 2026 in Review

True Wealth Design held its AtriCure (ATRC) position steady in Q3 2026 at 220 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

True Wealth Design first reported a position in ATRC in Q3 2024 and has held it in 9 quarters since. 15 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

  • True Wealth Design held 220 shares of AtriCure worth $12.4K as of Q3 2026.
  • True Wealth Design left its AtriCure share count unchanged in Q3 2026.
  • AtriCure made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #991 holding.
  • True Wealth Design first reported a position in AtriCure in Q3 2024 and has held it in 9 quarters since.
  • 15 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.