BWA
ATR icon

Basecamp Wealth Advisors’s AptarGroup ATR Stock Holding History

Basecamp Wealth Advisors’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 		$17K Sell
136
-36
-21% -$4.37K ﹤0.01% 875
2026
Q1 		$21.7K Buy
172
+36
+26% +$4.69K ﹤0.01% 800
2025
Q4 		$16.6K Buy
+136
New +$16.8K ﹤0.01% 845

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

Basecamp Wealth Advisors's ATR Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its AptarGroup (ATR) stake by 21% in Q2 2026, selling an estimated $4.37K and leaving 136 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Basecamp Wealth Advisors first reported a position in ATR in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.7K in Q1 2026. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Basecamp Wealth Advisors held 136 shares of AptarGroup worth $17K as of Q2 2026.
  • Basecamp Wealth Advisors sold 36 AptarGroup shares in Q2 2026, an estimated $4.37K.
  • AptarGroup made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #875 holding.
  • Basecamp Wealth Advisors first reported a position in AptarGroup in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's AptarGroup position peaked at $21.7K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.