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Centennial Wealth Advisory’s AptarGroup ATR Stock Holding History

Centennial Wealth 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
Q1 		– Sell
-1,719
Closed -$210K – 163
2025
Q4 		$210K Buy
1,719
+139
+9% +$17.2K 0.06% 157
2025
Q3 		$211K Buy
1,580
+144
+10% +$20.8K 0.06% 153
2025
Q2 		$226K Sell
1,436
-26
-2% -$3.93K 0.07% 141
2025
Q1 		$217K Buy
1,462
+143
+11% +$21.5K 0.08% 141
2024
Q4 		$207K Buy
1,319
+47
+4% +$7.85K 0.08% 138
2024
Q3 		$204K Buy
+1,272
New +$188K 0.08% 143

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

Centennial Wealth Advisory's ATR Position: Q1 2026 in Review

Centennial Wealth Advisory sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 1,719 shares — an estimated $210K sold.

Centennial Wealth Advisory first reported a position in ATR in Q3 2024 and held it in 6 quarters. The position peaked at $226K in Q2 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Centennial Wealth Advisory reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
  • Centennial Wealth Advisory sold 1,719 AptarGroup shares in Q1 2026, an estimated $210K.
  • Centennial Wealth Advisory first reported a position in AptarGroup in Q3 2024 and held it in 6 quarters.
  • Centennial Wealth Advisory's AptarGroup position peaked at $226K in Q2 2025.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Centennial Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.