Cassaday & Co Wealth Management
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
Q3 		$7.88K Buy
65
+25
+63% +$3.24K ﹤0.01% 987
2026
Q2 		$5.01K Sell
40
-2
-5% -$243 ﹤0.01% 949
2026
Q1 		$5.29K Buy
+42
New +$5.47K ﹤0.01% 965

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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Cassaday & Co Wealth Management's ATR Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its AptarGroup (ATR) stake by 63% in Q3 2026, buying an estimated $3.24K and bringing the position to 65 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Cassaday & Co Wealth Management first reported a position in ATR in Q1 2026 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Cassaday & Co Wealth Management held 65 shares of AptarGroup worth $7.88K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 25 AptarGroup shares in Q3 2026, an estimated $3.24K.
  • AptarGroup made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #987 holding.
  • Cassaday & Co Wealth Management first reported a position in AptarGroup in Q1 2026 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.