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180 Wealth Advisors’s AptarGroup ATR Stock Holding History

180 Wealth Advisors’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
8,124
+3,557
+78% +$432K 0.1% 198
2026
Q1 		$576K Buy
4,567
+2,294
+101% +$299K 0.07% 262
2025
Q4 		$277K Buy
+2,273
New +$281K 0.03% 382

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

180 Wealth Advisors's ATR Position: Q2 2026 in Review

180 Wealth Advisors increased its AptarGroup (ATR) stake by 78% in Q2 2026, buying an estimated $432K and bringing the position to 8,124 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #198.

180 Wealth Advisors first reported a position in ATR in Q4 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • 180 Wealth Advisors held 8,124 shares of AptarGroup worth $1.02M as of Q2 2026.
  • 180 Wealth Advisors bought 3,557 AptarGroup shares in Q2 2026, an estimated $432K.
  • AptarGroup made up 0.1% of 180 Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • 180 Wealth Advisors first reported a position in AptarGroup in Q4 2025 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.