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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
Q2 		$5.01K Sell
40
-2
-5% -$243 ﹤0.01% 949
2026
Q1 		$5.29K Buy
+42
New +$5.47K ﹤0.01% 965

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cassaday & Co Wealth Management's ATR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its AptarGroup (ATR) stake by 4.8% in Q2 2026, selling an estimated $243 and leaving 40 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Cassaday & Co Wealth Management first reported a position in ATR in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.29K in Q1 2026. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Cassaday & Co Wealth Management held 40 shares of AptarGroup worth $5.01K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 2 AptarGroup shares in Q2 2026, an estimated $243.
  • AptarGroup made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Cassaday & Co Wealth Management first reported a position in AptarGroup in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's AptarGroup position peaked at $5.29K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.