Baker Avenue Asset Management’s AptarGroup ATR Stock Holding History

Baker Avenue Asset 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	$621K	Buy	4,960 +2,316	+88%	+$281K	0.01%	432
2026 Q1	$333K	Buy	+2,644	New	+$345K	0.01%	574
2023 Q4	–	Sell	-290	Closed	-$36.3K	–	455
2023 Q3	$36.3K	Buy	290 +56	+24%	+$6.87K	﹤0.01%	563
2023 Q2	$27.1K	Sell	234 -112	-32%	-$13.1K	﹤0.01%	605
2023 Q1	$40.9K	Hold	346	–	–	﹤0.01%	560
2022 Q4	$38.1K	Buy	+346	New	+$35.5K	﹤0.01%	533

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

Baker Avenue Asset Management's ATR Position: Q2 2026 in Review

Baker Avenue Asset Management increased its AptarGroup (ATR) stake by 88% in Q2 2026, buying an estimated $281K and bringing the position to 4,960 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #432.

Baker Avenue Asset Management first reported a position in ATR in Q4 2022 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Baker Avenue Asset Management held 4,960 shares of AptarGroup worth $621K as of Q2 2026.
Baker Avenue Asset Management bought 2,316 AptarGroup shares in Q2 2026, an estimated $281K.
AptarGroup made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #432 holding.
Baker Avenue Asset Management first reported a position in AptarGroup in Q4 2022 and has held it in 6 quarters since.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.