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Avion Wealth’s AptarGroup ATR Stock Holding History

Avion Wealth’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 		$1K Hold
8
– – ﹤0.01% 1179
2026
Q1 		$1K Hold
8
– – ﹤0.01% 966
2025
Q4 		$0 Buy
8
+4
+100% +$494 ﹤0.01% 1220
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1188
2025
Q2 		$0 Hold
4
– – ﹤0.01% 1152
2025
Q1 		$0 Buy
+4
New +$602 ﹤0.01% 1009
2024
Q4 		– Sell
-4
Closed – – 997
2024
Q3 		$0 Hold
4
– – ﹤0.01% 989
2024
Q2 		$0 Hold
4
– – ﹤0.01% 903
2024
Q1 		$1K Sell
4
-5
-56% -$677 ﹤0.01% 847
2023
Q4 		$1K Buy
9
+4
+80% +$503 ﹤0.01% 683
2023
Q3 		$0 Hold
5
– – ﹤0.01% 806
2023
Q2 		$0 Hold
5
– – ﹤0.01% 712
2023
Q1 		$0 Buy
+5
New +$569 ﹤0.01% 533

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

Avion Wealth's ATR Position: Q2 2026 in Review

Avion Wealth held its AptarGroup (ATR) position steady in Q2 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Avion Wealth first reported a position in ATR in Q1 2023 and has held it in 13 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Avion Wealth held 8 shares of AptarGroup worth $1K as of Q2 2026.
  • Avion Wealth left its AptarGroup share count unchanged in Q2 2026.
  • AptarGroup made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1179 holding.
  • Avion Wealth first reported a position in AptarGroup in Q1 2023 and has held it in 13 quarters since.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.