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Confluence Investment Management’s AptarGroup ATR Stock Holding History

Confluence Investment 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 		$17.5M Sell
144,239
-16,696
-10% -$2.16M 0.29% 82
2026
Q2 		$20.1M Buy
+160,935
New +$19.5M 0.31% 83

Other funds holding ATR

LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Confluence Investment Management's ATR Position: Q3 2026 in Review

Confluence Investment Management reduced its AptarGroup (ATR) stake by 10% in Q3 2026, selling an estimated $2.16M and leaving 144,239 shares worth $17.5M. The position accounts for 0.29% of the portfolio, ranked #82.

Confluence Investment Management first reported a position in ATR in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.1M in Q2 2026. 23 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Confluence Investment Management held 144,239 shares of AptarGroup worth $17.5M as of Q3 2026.
  • Confluence Investment Management sold 16,696 AptarGroup shares in Q3 2026, an estimated $2.16M.
  • AptarGroup made up 0.29% of Confluence Investment Management's portfolio in Q3 2026, its #82 holding.
  • Confluence Investment Management first reported a position in AptarGroup in Q2 2026 and has held it in 2 quarters since.
  • Confluence Investment Management's AptarGroup position peaked at $20.1M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.