Advisornet Financial’s AptarGroup ATR Stock Holding History

Advisornet Financial’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	$2K	Buy	16 +6	+60%	+$728	﹤0.01%	1918
2026 Q1	$1.26K	Buy	10 +1	+11%	+$130	﹤0.01%	1980
2025 Q4	$1.1K	Buy	+9	New	+$1.11K	﹤0.01%	1977
2024 Q3	–	Sell	-4	Closed	-$563	–	2192
2024 Q2	$563	Buy	+4	New	+$579	﹤0.01%	1926
2024 Q1	–	Sell	-19	Closed	-$2.35K	–	2078
2023 Q4	$2.35K	Buy	19 +2	+12%	+$251	﹤0.01%	1674
2023 Q3	$2.13K	Hold	17	–	–	﹤0.01%	1619
2023 Q2	$1.97K	Hold	17	–	–	﹤0.01%	1723
2023 Q1	$2.01K	Buy	17 +1	+6%	+$114	﹤0.01%	1703
2022 Q4	$1.76K	Buy	+16	New	+$1.64K	﹤0.01%	1700
2021 Q3	–	Sell	-160	Closed	-$23K	–	1877
2021 Q2	$23K	Hold	160	–	–	﹤0.01%	1185
2021 Q1	$23K	Sell	160 -115	-42%	-$15.9K	﹤0.01%	1152
2020 Q4	$38K	Hold	275	–	–	﹤0.01%	944
2020 Q3	$31K	Hold	275	–	–	﹤0.01%	971
2020 Q2	$31K	Hold	275	–	–	﹤0.01%	981
2020 Q1	$27K	Hold	275	–	–	﹤0.01%	975
2019 Q4	$32K	Hold	275	–	–	﹤0.01%	1032
2019 Q3	$33K	Hold	275	–	–	﹤0.01%	1041
2019 Q2	$34K	Hold	275	–	–	﹤0.01%	921
2019 Q1	$29K	Hold	275	–	–	﹤0.01%	897
2018 Q4	$26K	Hold	275	–	–	﹤0.01%	856
2018 Q3	$30K	Hold	275	–	–	﹤0.01%	849
2018 Q2	$26K	Sell	275 -2,139	-89%	-$199K	﹤0.01%	875
2018 Q1	$217K	Hold	2,414	–	–	0.03%	379
2017 Q4	$208K	Buy	+2,414	New	+$210K	0.03%	346

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

Advisornet Financial's ATR Position: Q2 2026 in Review

Advisornet Financial increased its AptarGroup (ATR) stake by 60% in Q2 2026, buying an estimated $728 and bringing the position to 16 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Advisornet Financial first reported a position in ATR in Q4 2017 and has held it in 24 quarters since. The position peaked at $217K in Q1 2018. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Advisornet Financial held 16 shares of AptarGroup worth $2K as of Q2 2026.
Advisornet Financial bought 6 AptarGroup shares in Q2 2026, an estimated $728.
AptarGroup made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1918 holding.
Advisornet Financial first reported a position in AptarGroup in Q4 2017 and has held it in 24 quarters since.
Advisornet Financial's AptarGroup position peaked at $217K in Q1 2018.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.