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Capital A Wealth Management’s AptarGroup ATR Stock Holding History

Capital A 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
2025
Q2 		$16.2K Buy
131
+110
+524% +$16.6K 0.18% 157
2025
Q1 		$3.12K Buy
21
+16
+320% +$2.41K ﹤0.01% 439
2024
Q4 		$786 Buy
+5
New +$835 ﹤0.01% 587

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital A Wealth Management's ATR Position: Q2 2025 in Review

Capital A Wealth Management increased its AptarGroup (ATR) stake by 524% in Q2 2025, buying an estimated $16.6K and bringing the position to 131 shares worth $16.2K. The position accounts for 0.18% of the portfolio, ranked #157.

Capital A Wealth Management first reported a position in ATR in Q4 2024 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

  • Capital A Wealth Management held 131 shares of AptarGroup worth $16.2K as of Q2 2025.
  • Capital A Wealth Management bought 110 AptarGroup shares in Q2 2025, an estimated $16.6K.
  • AptarGroup made up 0.18% of Capital A Wealth Management's portfolio in Q2 2025, its #157 holding.
  • Capital A Wealth Management first reported a position in AptarGroup in Q4 2024 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.