CCWM
ATR icon

Cassaday & Co Wealth Management’s AptarGroup ATR Stock Holding History

Cassaday & Co 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
Q1 		$5.29K Buy
+42
New +$5.47K ﹤0.01% 965

Other funds holding ATR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Cassaday & Co Wealth Management's ATR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in AptarGroup (ATR) in Q1 2026: 42 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings.

542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Cassaday & Co Wealth Management held 42 shares of AptarGroup worth $5.29K as of Q1 2026.
  • AptarGroup was a new Cassaday & Co Wealth Management position in Q1 2026.
  • AptarGroup made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #965 holding.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.