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Annis Gardner Whiting Capital Advisors’s AptarGroup ATR Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		$449K Buy
3,589
+2,875
+403% +$349K 0.07% 220
2026
Q1 		$90K Hold
714
– – 0.01% 460
2025
Q4 		$87.1K Sell
714
-134
-16% -$16.6K 0.02% 432
2025
Q3 		$113K Buy
848
+775
+1,062% +$112K 0.02% 366
2025
Q2 		$11.4K Buy
+73
New +$11K ﹤0.01% 688

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

Annis Gardner Whiting Capital Advisors's ATR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its AptarGroup (ATR) stake by 403% in Q2 2026, buying an estimated $349K and bringing the position to 3,589 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #220.

Annis Gardner Whiting Capital Advisors first reported a position in ATR in Q2 2025 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 3,589 shares of AptarGroup worth $449K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 2,875 AptarGroup shares in Q2 2026, an estimated $349K.
  • AptarGroup made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #220 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in AptarGroup in Q2 2025 and has held it in 5 quarters since.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.