Position in ATRC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$961,784
+$135,185 QoQ
Shares Held
34,374
+18.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#103
of 250 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATRC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $10,801,166 across 6 Medical Instruments & Supplies names. ATRC ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALC |
Alcon Inc
|
54,017 | $3,624,540 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,443 | $2,336,988 | |
| 3 | RMD |
Resmed Inc
|
9,548 | $1,860,713 | |
| 4 | ISRG |
Intuitive Surgical Inc
|
4,091 | $1,626,908 | |
| 5 | ATRC |
AtriCure, Inc.
This page
|
34,374 | $961,784 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,087 | $390,233 |
All Filings in ATRC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,784 | 34,374 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $826,599 | 28,973 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,146,171 | 28,973 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,021,298 | 28,973 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $949,445 | 28,973 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $683,428 | 21,185 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $647,413 | 21,185 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $594,027 | 21,185 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $482,382 | 21,185 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $547,529 | 17,999 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $642,384 | 17,999 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $788,356 | 17,999 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $888,430 | 17,999 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $598,330 | 14,435 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $640,625 | 14,435 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $564,408 | 14,435 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $589,814 | 14,435 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $833,089 | 12,686 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $882,057 | 12,686 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $882,311 | 12,686 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||