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Aprio Wealth Management’s AptarGroup ATR Stock Holding History

Aprio 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 		$2.3M Sell
18,390
-81
-0.4% -$9.83K 0.11% 133
2026
Q1 		$2.33M Sell
18,471
-118
-0.6% -$15.4K 0.13% 108
2025
Q4 		$2.27M Sell
18,589
-533
-3% -$65.8K 0.13% 109
2025
Q3 		$2.56M Buy
19,122
+6
+0% +$868 0.25% 65
2025
Q2 		$2.99M Sell
19,116
-426
-2% -$64.3K 0.34% 52
2025
Q1 		$2.9M Buy
+19,542
New +$2.94M 0.36% 50

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

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

Aprio Wealth Management reduced its AptarGroup (ATR) stake by 0.44% in Q2 2026, selling an estimated $9.83K and leaving 18,390 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #133.

Aprio Wealth Management first reported a position in ATR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.99M in Q2 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Aprio Wealth Management held 18,390 shares of AptarGroup worth $2.3M as of Q2 2026.
  • Aprio Wealth Management sold 81 AptarGroup shares in Q2 2026, an estimated $9.83K.
  • AptarGroup made up 0.11% of Aprio Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Aprio Wealth Management first reported a position in AptarGroup in Q1 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's AptarGroup position peaked at $2.99M in Q2 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.