Bruce G. Allen Investments’s AptarGroup ATR Stock Holding History

Bruce G. Allen Investments’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	$626	Sell	5 -25	-83%	-$3.03K	﹤0.01%	902
2026 Q1	$3.78K	Hold	30	–	–	﹤0.01%	611
2025 Q4	$3.66K	Buy	30 +25	+500%	+$3.09K	﹤0.01%	605
2025 Q3	$668	Hold	5	–	–	﹤0.01%	911
2025 Q2	$782	Hold	5	–	–	﹤0.01%	867
2025 Q1	$742	Hold	5	–	–	﹤0.01%	863
2024 Q4	$786	Hold	5	–	–	﹤0.01%	871
2024 Q3	$801	Hold	5	–	–	﹤0.01%	867
2024 Q2	$704	Hold	5	–	–	﹤0.01%	819
2024 Q1	$719	Hold	5	–	–	﹤0.01%	824
2023 Q4	$618	Buy	+5	New	+$629	﹤0.01%	892

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

Bruce G. Allen Investments's ATR Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its AptarGroup (ATR) stake by 83% in Q2 2026, selling an estimated $3.03K and leaving 5 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Bruce G. Allen Investments first reported a position in ATR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78K in Q1 2026. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Bruce G. Allen Investments held 5 shares of AptarGroup worth $626 as of Q2 2026.
Bruce G. Allen Investments sold 25 AptarGroup shares in Q2 2026, an estimated $3.03K.
AptarGroup made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #902 holding.
Bruce G. Allen Investments first reported a position in AptarGroup in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's AptarGroup position peaked at $3.78K in Q1 2026.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.