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Cornerstone Planning Group’s AptarGroup ATR Stock Holding History

Cornerstone Planning Group’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
Q2 		$3.88K Buy
30
+2
+7% +$243 ﹤0.01% 1154
2026
Q1 		$3.42K Hold
28
– – ﹤0.01% 1183
2025
Q4 		$3.46K Buy
28
+9
+47% +$1.11K ﹤0.01% 1069
2025
Q3 		$2.36K Buy
+19
New +$2.75K ﹤0.01% 1130
2023
Q3 		– Sell
-7
Closed -$811 – 1218
2023
Q2 		$811 Buy
+7
New +$821 ﹤0.01% 1399
2022
Q4 		$784 Buy
+7
New +$719 ﹤0.01% 1404

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HTHT
Hemenway Trust Hemenway Trust Salem, New Hampshire $1.43B AUM 37.14% 1-Year Est. Return

Cornerstone Planning Group's ATR Position: Q2 2026 in Review

Cornerstone Planning Group increased its AptarGroup (ATR) stake by 7.1% in Q2 2026, buying an estimated $243 and bringing the position to 30 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Cornerstone Planning Group first reported a position in ATR in Q4 2022 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Cornerstone Planning Group held 30 shares of AptarGroup worth $3.88K as of Q2 2026.
  • Cornerstone Planning Group bought 2 AptarGroup shares in Q2 2026, an estimated $243.
  • AptarGroup made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1154 holding.
  • Cornerstone Planning Group first reported a position in AptarGroup in Q4 2022 and has held it in 6 quarters since.
  • 304 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.