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CoreCap Advisors’s AptarGroup ATR Stock Holding History

CoreCap Advisors’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 		– Sell
-9
Closed -$1.13K – 3159
2026
Q2 		$1.13K Sell
9
-92
-91% -$11.2K ﹤0.01% 2666
2026
Q1 		$12.8K Hold
101
– – ﹤0.01% 1860
2025
Q4 		$12.4K Hold
101
– – ﹤0.01% 1873
2025
Q3 		$13.5K Buy
101
+1
+1% +$145 ﹤0.01% 1812
2025
Q2 		$15.8K Sell
100
-1
-1% -$151 ﹤0.01% 1696
2025
Q1 		$14.9K Buy
101
+1
+1% +$151 ﹤0.01% 1657
2024
Q4 		$15.8K Hold
100
– – ﹤0.01% 1618
2024
Q3 		$16K Buy
+100
New +$14.8K ﹤0.01% 1632
2024
Q2 		– Sell
-107
Closed -$15.4K – 1672
2024
Q1 		$15.4K Buy
+107
New +$14.5K ﹤0.01% 1593
2022
Q4 		$11K Buy
+99
New +$10.2K ﹤0.01% 1515
2022
Q3 		– Sell
-106
Closed -$11K – 645
2022
Q2 		$11K Buy
+106
New +$11.6K ﹤0.01% 1441
2022
Q1 		– Sell
-111
Closed -$14K – 653
2021
Q4 		$14K Buy
+111
New +$13.8K ﹤0.01% 1426

Other funds holding ATR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
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

CoreCap Advisors's ATR Position: Q3 2026 in Review

CoreCap Advisors sold out of AptarGroup (ATR) in Q3 2026, closing a stake of 9 shares — an estimated $1.13K sold.

CoreCap Advisors first reported a position in ATR in Q4 2021 and held it in 12 quarters. The position peaked at $16K in Q3 2024. 23 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • CoreCap Advisors reported no remaining AptarGroup position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 9 AptarGroup shares in Q3 2026, an estimated $1.13K.
  • CoreCap Advisors first reported a position in AptarGroup in Q4 2021 and held it in 12 quarters.
  • CoreCap Advisors's AptarGroup position peaked at $16K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.