Cary Street Partners Investment Advisory’s AptarGroup ATR Stock Holding History

Cary Street Partners Investment Advisory’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	$53.1K	Buy	424 +45	+12%	+$5.46K	0.01%	585
2026 Q1	$47.8K	Buy	379 +357	+1,623%	+$46.5K	0.01%	549
2025 Q4	$2.68K	Sell	22 -4	-15%	-$494	﹤0.01%	660
2025 Q3	$3.48K	Sell	26 -16	-38%	-$2.31K	﹤0.01%	575
2025 Q2	$6.57K	Buy	+42	New	+$6.34K	﹤0.01%	533
2023 Q4	–	Sell	-30	Closed	-$3.75K	–	707
2023 Q3	$3.75K	Hold	30	–	–	﹤0.01%	1555
2023 Q2	$3.48K	Hold	30	–	–	﹤0.01%	1495
2023 Q1	$3.55K	Hold	30	–	–	﹤0.01%	1398
2022 Q4	$3.3K	Buy	+30	New	+$3.08K	﹤0.01%	1418

Other funds holding ATR

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

MPIA

Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return

Cary Street Partners Investment Advisory's ATR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its AptarGroup (ATR) stake by 12% in Q2 2026, buying an estimated $5.46K and bringing the position to 424 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #585.

Cary Street Partners Investment Advisory first reported a position in ATR in Q4 2022 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Cary Street Partners Investment Advisory held 424 shares of AptarGroup worth $53.1K as of Q2 2026.
Cary Street Partners Investment Advisory bought 45 AptarGroup shares in Q2 2026, an estimated $5.46K.
AptarGroup made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #585 holding.
Cary Street Partners Investment Advisory first reported a position in AptarGroup in Q4 2022 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.