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Aviso Financial’s AptarGroup ATR Stock Holding History

Aviso Financial’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 		$16.7K Sell
133
-22,713
-99% -$2.76M ﹤0.01% 234
2026
Q1 		$2.88M Buy
22,846
+2,059
+10% +$268K 0.1% 90
2025
Q4 		$2.54M Buy
20,787
+1,108
+6% +$137K 0.1% 96
2025
Q3 		$2.63M Buy
19,679
+1,924
+11% +$278K 0.11% 96
2025
Q2 		$2.78M Buy
17,755
+3,508
+25% +$530K 0.13% 85
2025
Q1 		$2.11M Buy
14,247
+2,980
+26% +$449K 0.1% 100
2024
Q4 		$1.77M Buy
11,267
+2,047
+22% +$342K 0.09% 103
2024
Q3 		$1.48M Buy
9,220
+4,364
+90% +$647K 0.07% 115
2024
Q2 		$683K Buy
+4,856
New +$702K 0.04% 175

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

Aviso Financial's ATR Position: Q2 2026 in Review

Aviso Financial reduced its AptarGroup (ATR) stake by 99% in Q2 2026, selling an estimated $2.76M and leaving 133 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Aviso Financial first reported a position in ATR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.88M in Q1 2026. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Aviso Financial held 133 shares of AptarGroup worth $16.7K as of Q2 2026.
  • Aviso Financial sold 22,713 AptarGroup shares in Q2 2026, an estimated $2.76M.
  • AptarGroup made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #234 holding.
  • Aviso Financial first reported a position in AptarGroup in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's AptarGroup position peaked at $2.88M in Q1 2026.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.