Superior Planning, LLC’s AptarGroup ATR Stock Holding History

Superior Planning, LLC’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 Q3	$28.7K	Buy	+237	New	+$30.7K	0.01%	558

Other funds holding ATR

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's ATR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AptarGroup (ATR) in Q3 2026: 237 shares worth $28.7K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings.

368 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

Superior Planning, LLC held 237 shares of AptarGroup worth $28.7K as of Q3 2026.
AptarGroup was a new Superior Planning, LLC position in Q3 2026.
AptarGroup made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #558 holding.
368 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.