AWM
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AE Wealth Management’s AptarGroup ATR Stock Holding History

AE Wealth Management’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 		$20.8M Buy
165,893
+14,158
+9% +$1.72M 0.1% 219
2026
Q1 		$19.1M Sell
151,735
-182,972
-55% -$23.8M 0.1% 212
2025
Q4 		$40.8M Buy
334,707
+104,076
+45% +$12.9M 0.23% 100
2025
Q3 		$30.8M Buy
230,631
+40,731
+21% +$5.89M 0.2% 117
2025
Q2 		$29.7M Buy
189,900
+7,198
+4% +$1.09M 0.22% 106
2025
Q1 		$27.1M Buy
182,702
+24,047
+15% +$3.62M 0.23% 102
2024
Q4 		$24.9M Buy
158,655
+28,159
+22% +$4.7M 0.21% 109
2024
Q3 		$20.9M Buy
130,496
+24,931
+24% +$3.69M 0.19% 128
2024
Q2 		$14.9M Buy
105,565
+33,436
+46% +$4.84M 0.15% 168
2024
Q1 		$10.4M Buy
72,129
+13,946
+24% +$1.89M 0.12% 214
2023
Q4 		$7.66M Buy
58,183
+25,941
+80% +$3.26M 0.04% 465
2023
Q3 		$4.03M Buy
32,242
+11,161
+53% +$1.37M 0.02% 605
2023
Q2 		$2.44M Buy
21,081
+5,081
+32% +$596K 0.01% 781
2023
Q1 		$1.89M Buy
16,000
+1,897
+13% +$216K 0.01% 830
2022
Q4 		$1.55M Buy
14,103
+1,031
+8% +$106K 0.01% 833
2022
Q3 		$1.24M Buy
+13,072
New +$1.36M 0.01% 864

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

AE Wealth Management's ATR Position: Q2 2026 in Review

AE Wealth Management increased its AptarGroup (ATR) stake by 9.3% in Q2 2026, buying an estimated $1.72M and bringing the position to 165,893 shares worth $20.8M. The position accounts for 0.1% of the portfolio, ranked #219.

AE Wealth Management first reported a position in ATR in Q3 2022 and has held it in 16 quarters since. The position peaked at $40.8M in Q4 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • AE Wealth Management held 165,893 shares of AptarGroup worth $20.8M as of Q2 2026.
  • AE Wealth Management bought 14,158 AptarGroup shares in Q2 2026, an estimated $1.72M.
  • AptarGroup made up 0.1% of AE Wealth Management's portfolio in Q2 2026, its #219 holding.
  • AE Wealth Management first reported a position in AptarGroup in Q3 2022 and has held it in 16 quarters since.
  • AE Wealth Management's AptarGroup position peaked at $40.8M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.