Wealth Enhancement Advisory Services
ATRC icon

Wealth Enhancement Advisory Services’s AtriCure ATRC Stock Holding History

Wealth Enhancement Advisory Services’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 		$618K Buy
18,014
+9,893
+122% +$278K ﹤0.01% 2488
2026
Q1 		$236K Buy
8,121
+1,767
+28% +$60.3K ﹤0.01% 2996
2025
Q4 		$263K Buy
+6,354
New +$233K ﹤0.01% 3033

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

Wealth Enhancement Advisory Services's ATRC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its AtriCure (ATRC) stake by 122% in Q2 2026, buying an estimated $278K and bringing the position to 18,014 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Wealth Enhancement Advisory Services first reported a position in ATRC in Q4 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,014 shares of AtriCure worth $618K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,893 AtriCure shares in Q2 2026, an estimated $278K.
  • AtriCure made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2488 holding.
  • Wealth Enhancement Advisory Services first reported a position in AtriCure in Q4 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.