Bogart Wealth LLC’s AptarGroup ATR Stock Holding History

Bogart Wealth LLC’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 Q1	–	Sell	-4	Closed	-$488	–	1828
2025 Q4	$488	Buy	+4	New	+$494	﹤0.01%	1480

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bogart Wealth LLC's ATR Position: Q1 2026 in Review

Bogart Wealth LLC sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 4 shares — an estimated $488 sold.

Bogart Wealth LLC first reported a position in ATR in Q4 2025 and held it in 1 quarter. The position peaked at $488 in Q4 2025. 545 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Bogart Wealth LLC reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
Bogart Wealth LLC sold 4 AptarGroup shares in Q1 2026, an estimated $488.
Bogart Wealth LLC first reported a position in AptarGroup in Q4 2025 and held it in 1 quarter.
Bogart Wealth LLC's AptarGroup position peaked at $488 in Q4 2025.
545 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.