Atria Investments’s AptarGroup ATR Stock Holding History

Atria Investments’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	$260K	Sell	2,074 -152	-7%	-$18.4K	﹤0.01%	1939
2026 Q1	$280K	Buy	2,226 +14	+0.6%	+$1.82K	﹤0.01%	1798
2025 Q4	$270K	Buy	2,212 +333	+18%	+$41.1K	﹤0.01%	1798
2025 Q3	$251K	Sell	1,879 -1,732	-48%	-$250K	﹤0.01%	1819
2025 Q2	$565K	Buy	3,611 +1,730	+92%	+$261K	0.01%	1353
2025 Q1	$279K	Sell	1,881 -2,668	-59%	-$402K	﹤0.01%	1649
2024 Q4	$715K	Buy	4,549 +250	+6%	+$41.7K	0.01%	1144
2024 Q3	$689K	Buy	4,299 +1,283	+43%	+$190K	0.01%	1168
2024 Q2	$425K	Buy	+3,016	New	+$436K	0.01%	1389
2023 Q2	–	Sell	-8,881	Closed	-$1.05M	–	828
2023 Q1	$1.05M	Buy	+8,881	New	+$1.01M	0.02%	785
2022 Q2	–	Sell	-8,658	Closed	-$1.02M	–	758
2022 Q1	$1.02M	Buy	+8,658	New	+$1.02M	0.02%	849
2019 Q3	–	Sell	-1,919	Closed	-$231K	–	861
2019 Q2	$231K	Buy	+1,919	New	+$219K	0.01%	844

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

Atria Investments's ATR Position: Q2 2026 in Review

Atria Investments reduced its AptarGroup (ATR) stake by 6.8% in Q2 2026, selling an estimated $18.4K and leaving 2,074 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Atria Investments first reported a position in ATR in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2023. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Atria Investments held 2,074 shares of AptarGroup worth $260K as of Q2 2026.
Atria Investments sold 152 AptarGroup shares in Q2 2026, an estimated $18.4K.
AptarGroup made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1939 holding.
Atria Investments first reported a position in AptarGroup in Q2 2019 and has held it in 12 quarters since.
Atria Investments's AptarGroup position peaked at $1.05M in Q1 2023.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.