Canvas Wealth Advisors’s AptarGroup ATR Stock Holding History

Canvas 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	$371K	Buy	2,959 +1,130	+62%	+$137K	0.05%	170
2026 Q1	$231K	Sell	1,829 -976	-35%	-$127K	0.04%	219
2025 Q4	$342K	Buy	+2,805	New	+$347K	0.06%	146
2023 Q3	–	Sell	-2,526	Closed	-$302K	–	124
2023 Q2	$302K	Sell	2,526 -1,292	-34%	-$151K	0.11%	101
2023 Q1	$445K	Sell	3,818 -1,289	-25%	-$147K	0.19%	77
2022 Q4	$572K	Buy	5,107 +1,674	+49%	+$172K	0.24%	65
2022 Q3	$340K	Buy	+3,433	New	+$357K	0.14%	89

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

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

Canvas Wealth Advisors increased its AptarGroup (ATR) stake by 62% in Q2 2026, buying an estimated $137K and bringing the position to 2,959 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #170.

Canvas Wealth Advisors first reported a position in ATR in Q3 2022 and has held it in 7 quarters since. The position peaked at $572K in Q4 2022. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Canvas Wealth Advisors held 2,959 shares of AptarGroup worth $371K as of Q2 2026.
Canvas Wealth Advisors bought 1,130 AptarGroup shares in Q2 2026, an estimated $137K.
AptarGroup made up 0.05% of Canvas Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Canvas Wealth Advisors first reported a position in AptarGroup in Q3 2022 and has held it in 7 quarters since.
Canvas Wealth Advisors's AptarGroup position peaked at $572K in Q4 2022.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.