Marks Group Wealth Management, Inc ATRC — ATRICURE INC

Ownership history in Marks Group Wealth Management, Inc  ·  19 quarters on record

AI Ownership Summary

Marks Group Wealth Management, Inc reported ATRICURE INC (ATRC) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q4. The latest visible filing shows ATRC at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marks Group Wealth Management, Inc's position in ATRICURE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ATRC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ATRC stock page Marks Group Wealth Management, Inc fund profile Marks Group Wealth Management, Inc full holdings
How Marks Group Wealth Management, Inc held ATRC — position size vs. price
% of Fund (quarterly)    ATRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 28,973 — 0% 0.08% $827K 2026-05-05 $29.39
2025 Q4 UNCHANGED — — — 28,973 — 0% 0.11% $1.1M 2026-02-11 $32.90
2025 Q3 UNCHANGED — — — 28,973 — 0% 0.09% $1.0M 2025-11-10 $31.99
2025 Q2 ADDED — — — 28,973 +7,788 +36.8% 0.09% $949K 2025-07-22 $29.37
2025 Q1 UNCHANGED — — — 21,185 — 0% 0.07% $683K 2025-05-01 $29.29
2024 Q4 UNCHANGED — — — 21,185 — 0% 0.06% $647K 2025-01-29 $42.40
2024 Q3 UNCHANGED — — — 21,185 — 0% 0.06% $594K 2024-10-30 $34.83
2024 Q2 ADDED — — — 21,185 +3,186 +17.7% 0.05% $482K 2024-08-14 $22.53
2024 Q1 UNCHANGED — — — 17,999 — 0% 0.06% $548K 2024-04-29 $23.37
2023 Q4 UNCHANGED — — — 17,999 — 0% 0.07% $642K 2024-02-01 $33.68
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ATRC

As of 2026 Q1 — sorted by position size

PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.7% Oak Harvest Investment Services 3Y 0.13% NICHOLAS COMPANY, INC. 3Y 7Y 0.11% HARBOR CAPITAL ADVISORS, INC. 3Y 0.1% Advisors Capital Management, LLC 3Y 7Y 0.06% WASATCH ADVISORS LP 3Y 7Y 0.05% First Bank & Trust 3Y 7Y 0.04% Diversified Trust Co 3Y 7Y 0.02% AlphaQuest LLC 0.02% TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3Y 0.01%

FAQ About Marks Group Wealth Management, Inc and ATRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marks Group Wealth Management, Inc reported owning ATRC?

Marks Group Wealth Management, Inc reported ATRC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ATRC position in Marks Group Wealth Management, Inc's portfolio?

The largest reported portfolio weight for ATRC was 0.11% in 2025 Q4.

What is the latest reported ATRC position on this page?

The most recent filing on this page is 2026 Q1, when Marks Group Wealth Management, Inc reported 28,973 shares, equal to 0.08% of portfolio, with an estimated market value of $827K.

What does the chart on this ATRC ownership page compare?

The chart compares Marks Group Wealth Management, Inc's quarterly ATRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Marks Group Wealth Management, Inc time their ATRC position?

Based on 13F filing dates vs. subsequent ATRC price moves, Marks Group Wealth Management, Inc correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ATRC relative to SPY over the holding period was -27.4%.

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