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Ares Financial Consulting’s AptarGroup ATR Stock Holding History

Ares Financial Consulting’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 		$20.8K Hold
166
– – 0.01% 409
2026
Q1 		$21K Buy
+166
New +$21.6K 0.02% 385

Other funds holding ATR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ares Financial Consulting's ATR Position: Q2 2026 in Review

Ares Financial Consulting held its AptarGroup (ATR) position steady in Q2 2026 at 166 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #409.

Ares Financial Consulting first reported a position in ATR in Q1 2026 and has held it in 2 quarters since. The position peaked at $21K in Q1 2026. 240 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Ares Financial Consulting held 166 shares of AptarGroup worth $20.8K as of Q2 2026.
  • Ares Financial Consulting left its AptarGroup share count unchanged in Q2 2026.
  • AptarGroup made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #409 holding.
  • Ares Financial Consulting first reported a position in AptarGroup in Q1 2026 and has held it in 2 quarters since.
  • Ares Financial Consulting's AptarGroup position peaked at $21K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.