Bullock Wealth Management’s AptarGroup ATR Stock Holding History

Bullock Wealth 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	$121K	Buy	963 +3	+0.3%	+$364	0.05%	209
2026 Q1	$122K	Sell	960 -8	-0.8%	-$1.04K	0.06%	202
2025 Q4	$118K	Buy	968 +3	+0.3%	+$371	0.06%	203
2025 Q3	$129K	Buy	965 +5	+0.5%	+$723	0.06%	190
2025 Q2	$153K	Buy	960 +3	+0.3%	+$453	0.08%	170
2025 Q1	$143K	Buy	957 +2	+0.2%	+$301	0.08%	175
2024 Q4	$150K	Sell	955 -10	-1%	-$1.67K	0.09%	179
2024 Q3	$154K	Buy	965 +3	+0.3%	+$445	0.09%	167
2024 Q2	$133K	Buy	962 +2	+0.2%	+$289	0.09%	167
2024 Q1	$137K	Buy	+960	New	+$130K	0.09%	167

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's ATR Position: Q2 2026 in Review

Bullock Wealth Management increased its AptarGroup (ATR) stake by 0.31% in Q2 2026, buying an estimated $364 and bringing the position to 963 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #209.

Bullock Wealth Management first reported a position in ATR in Q1 2024 and has held it in 10 quarters since. The position peaked at $154K in Q3 2024. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Bullock Wealth Management held 963 shares of AptarGroup worth $121K as of Q2 2026.
Bullock Wealth Management bought 3 AptarGroup shares in Q2 2026, an estimated $364.
AptarGroup made up 0.05% of Bullock Wealth Management's portfolio in Q2 2026, its #209 holding.
Bullock Wealth Management first reported a position in AptarGroup in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's AptarGroup position peaked at $154K in Q3 2024.
556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.