Consolidated Planning Corp’s AptarGroup ATR Stock Holding History

Consolidated Planning Corp’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	-1,753	Closed	-$214K	–	149
2025 Q4	$214K	Sell	1,753 -10,355	-86%	-$1.28M	0.02%	197
2025 Q3	$1.62M	Buy	12,108 +4,006	+49%	+$579K	0.17%	112
2025 Q2	$1.27M	Buy	8,102 +857	+12%	+$129K	0.16%	106
2025 Q1	$1.08M	Buy	+7,245	New	+$1.09M	0.15%	110

Other funds holding ATR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Consolidated Planning Corp's ATR Position: Q1 2026 in Review

Consolidated Planning Corp sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 1,753 shares — an estimated $214K sold.

Consolidated Planning Corp first reported a position in ATR in Q1 2025 and held it in 4 quarters. The position peaked at $1.62M in Q3 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Consolidated Planning Corp reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 1,753 AptarGroup shares in Q1 2026, an estimated $214K.
Consolidated Planning Corp first reported a position in AptarGroup in Q1 2025 and held it in 4 quarters.
Consolidated Planning Corp's AptarGroup position peaked at $1.62M in Q3 2025.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.