Action Point Financial Planning’s AptarGroup ATR Stock Holding History

Action Point Financial Planning’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	$3.38K	Buy	+28	New	+$3.4K	﹤0.01%	1995

Other funds holding ATR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Action Point Financial Planning's ATR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in AptarGroup (ATR) in Q2 2026: 28 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #1995 among its holdings.

548 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Action Point Financial Planning held 28 shares of AptarGroup worth $3.38K as of Q2 2026.
AptarGroup was a new Action Point Financial Planning position in Q2 2026.
AptarGroup made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1995 holding.
548 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.