VA
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Valmark Advisers’s AtriCure ATRC Stock Holding History

Valmark Advisers’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 		$366K Hold
13,080
– – ﹤0.01% 572
2026
Q1 		$373K Buy
+13,080
New +$446K ﹤0.01% 538

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

Valmark Advisers's ATRC Position: Q2 2026 in Review

Valmark Advisers held its AtriCure (ATRC) position steady in Q2 2026 at 13,080 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Valmark Advisers first reported a position in ATRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $373K in Q1 2026. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Valmark Advisers held 13,080 shares of AtriCure worth $366K as of Q2 2026.
  • Valmark Advisers left its AtriCure share count unchanged in Q2 2026.
  • AtriCure made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #572 holding.
  • Valmark Advisers first reported a position in AtriCure in Q1 2026 and has held it in 2 quarters since.
  • Valmark Advisers's AtriCure position peaked at $373K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.