Corient Private Wealth
ATR icon

Corient Private Wealth’s AptarGroup ATR Stock Holding History

Corient Private Wealth’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 		$22.3M Buy
176,836
+29,739
+20% +$3.88M 0.03% 375
2025
Q4 		$17.6M Buy
147,097
+72,514
+97% +$8.96M 0.01% 598
2025
Q3 		$9.97M Sell
74,583
-4,553
-6% -$658K 0.02% 521
2025
Q2 		$12.4M Sell
79,136
-403
-0.5% -$60.9K 0.02% 474
2025
Q1 		$11.8M Sell
79,539
-2,551
-3% -$384K 0.02% 486
2024
Q4 		$12.9M Sell
82,090
-475
-0.6% -$79.3K 0.02% 459
2024
Q3 		$13.2M Sell
82,565
-161
-0.2% -$23.9K 0.02% 495
2024
Q2 		$11.6M Sell
82,726
-486
-0.6% -$70.3K 0.02% 493
2024
Q1 		$12M Buy
83,212
+818
+1% +$111K 0.02% 485
2023
Q4 		$10.2M Sell
82,394
-1,890
-2% -$238K 0.02% 514
2023
Q3 		$10.5M Sell
84,284
-5,486
-6% -$673K 0.02% 465
2023
Q2 		$10.4M Buy
89,770
+457
+0.5% +$53.6K 0.02% 467
2023
Q1 		$10.6M Buy
89,313
+17,071
+24% +$1.94M 0.03% 425
2022
Q4 		$7.95M Buy
+72,242
New +$7.42M 0.03% 409

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

Corient Private Wealth's ATR Position: Q1 2026 in Review

Corient Private Wealth increased its AptarGroup (ATR) stake by 20% in Q1 2026, buying an estimated $3.88M and bringing the position to 176,836 shares worth $22.3M. The position accounts for 0.03% of the portfolio, ranked #375.

Corient Private Wealth first reported a position in ATR in Q4 2022 and has held it in 14 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Corient Private Wealth held 176,836 shares of AptarGroup worth $22.3M as of Q1 2026.
  • Corient Private Wealth bought 29,739 AptarGroup shares in Q1 2026, an estimated $3.88M.
  • AptarGroup made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #375 holding.
  • Corient Private Wealth first reported a position in AptarGroup in Q4 2022 and has held it in 14 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.