Aaron Wealth Advisors
ATR icon

Aaron Wealth Advisors’s AptarGroup ATR Stock Holding History

Aaron 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
Q3 		$585K Buy
4,825
+1,426
+42% +$185K 0.03% 398
2026
Q2 		$426K Buy
+3,399
New +$413K 0.02% 474
2022
Q2 		– Sell
-152
Closed -$17.9K – 242
2022
Q1 		$17.9K Buy
+152
New +$17.9K ﹤0.01% 672

Other funds holding ATR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Aaron Wealth Advisors's ATR Position: Q3 2026 in Review

Aaron Wealth Advisors increased its AptarGroup (ATR) stake by 42% in Q3 2026, buying an estimated $185K and bringing the position to 4,825 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #398.

Aaron Wealth Advisors first reported a position in ATR in Q1 2022 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Aaron Wealth Advisors held 4,825 shares of AptarGroup worth $585K as of Q3 2026.
  • Aaron Wealth Advisors bought 1,426 AptarGroup shares in Q3 2026, an estimated $185K.
  • AptarGroup made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #398 holding.
  • Aaron Wealth Advisors first reported a position in AptarGroup in Q1 2022 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.