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Bell Investment Advisors’s AptarGroup ATR Stock Holding History

Bell Investment 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 		$1.88K Sell
15
-4
-21% -$485 ﹤0.01% 1356
2026
Q1 		$2.4K Hold
19
– – ﹤0.01% 1268
2025
Q4 		$2.32K Sell
19
-99
-84% -$12.2K ﹤0.01% 1299
2025
Q3 		$15.8K Buy
118
+4
+4% +$578 ﹤0.01% 483
2025
Q2 		$17.8K Hold
114
– – ﹤0.01% 459
2025
Q1 		$16.9K Sell
114
-3
-3% -$452 ﹤0.01% 434
2024
Q4 		$18.4K Buy
117
+3
+3% +$501 ﹤0.01% 410
2024
Q3 		$18.3K Hold
114
– – ﹤0.01% 423
2024
Q2 		$16.1K Hold
114
– – ﹤0.01% 447
2024
Q1 		$16.4K Hold
114
– – ﹤0.01% 424
2023
Q4 		$14.1K Sell
114
-8
-7% -$1.01K ﹤0.01% 445
2023
Q3 		$15.3K Hold
122
– – ﹤0.01% 377
2023
Q2 		$14.1K Sell
122
-12
-9% -$1.41K ﹤0.01% 396
2023
Q1 		$15.8K Hold
134
– – ﹤0.01% 351
2022
Q4 		$14.7K Sell
134
-22
-14% -$2.26K ﹤0.01% 369
2022
Q3 		$15K Sell
156
-9
-5% -$936 ﹤0.01% 307
2022
Q2 		$17K Buy
+165
New +$18K 0.01% 294
2021
Q4 		$16K Buy
127
+1
+0.8% +$124 ﹤0.01% 359
2021
Q3 		$15K Buy
+126
New +$16.6K ﹤0.01% 342

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

Bell Investment Advisors's ATR Position: Q2 2026 in Review

Bell Investment Advisors reduced its AptarGroup (ATR) stake by 21% in Q2 2026, selling an estimated $485 and leaving 15 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Bell Investment Advisors first reported a position in ATR in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.4K in Q4 2024. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Bell Investment Advisors held 15 shares of AptarGroup worth $1.88K as of Q2 2026.
  • Bell Investment Advisors sold 4 AptarGroup shares in Q2 2026, an estimated $485.
  • AptarGroup made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1356 holding.
  • Bell Investment Advisors first reported a position in AptarGroup in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's AptarGroup position peaked at $18.4K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.