Creative Planning
ATR icon

Creative Planning’s AptarGroup ATR Stock Holding History

Creative Planning’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 		$5.14M Buy
40,810
+20,514
+101% +$2.67M ﹤0.01% 1173
2025
Q4 		$2.48M Buy
20,296
+9,395
+86% +$1.16M ﹤0.01% 1553
2025
Q3 		$1.46M Buy
10,901
+4,624
+74% +$669K ﹤0.01% 1791
2025
Q2 		$982K Buy
6,277
+2,233
+55% +$337K ﹤0.01% 1858
2025
Q1 		$600K Sell
4,044
-302
-7% -$45.5K ﹤0.01% 2124
2024
Q4 		$683K Buy
4,346
+457
+12% +$76.3K ﹤0.01% 1944
2024
Q3 		$623K Buy
3,889
+467
+14% +$69.2K ﹤0.01% 1917
2024
Q2 		$482K Buy
3,422
+417
+14% +$60.3K ﹤0.01% 1972
2024
Q1 		$432K Buy
3,005
+378
+14% +$51.2K ﹤0.01% 1956
2023
Q4 		$325K Buy
2,627
+182
+7% +$22.9K ﹤0.01% 2035
2023
Q3 		$306K Buy
2,445
+47
+2% +$5.76K ﹤0.01% 1927
2023
Q2 		$278K Buy
2,398
+125
+5% +$14.7K ﹤0.01% 1960
2023
Q1 		$269K Buy
+2,273
New +$258K ﹤0.01% 1896
2017
Q3 		– Sell
-461
Closed -$40K – 2013
2017
Q2 		$40K Buy
461
+149
+48% +$12.3K ﹤0.01% 2677
2017
Q1 		$24K Buy
312
+143
+85% +$10.7K ﹤0.01% 2995
2016
Q4 		$12K Sell
169
-131
-44% -$9.75K ﹤0.01% 3402
2016
Q3 		$23K Buy
300
+246
+456% +$19.2K ﹤0.01% 2955
2016
Q2 		$4K Hold
54
– – ﹤0.01% 3726
2016
Q1 		$4K Hold
54
– – ﹤0.01% 3671
2015
Q4 		$4K Buy
54
+9
+20% +$650 ﹤0.01% 3763
2015
Q3 		$3K Buy
+45
New +$2.98K ﹤0.01% 3799
2014
Q4 		– Sell
-40
Closed -$2K – 4144
2014
Q3 		$2K Sell
40
-24
-38% -$1.53K ﹤0.01% 3631
2014
Q2 		$4K Buy
+64
New +$4.25K ﹤0.01% 3288
2014
Q1 		– Sell
-81
Closed -$5K – 3623
2013
Q4 		$5K Sell
81
-115
-59% -$7.34K ﹤0.01% 2819
2013
Q3 		$12K Buy
196
+115
+142% +$6.8K ﹤0.01% 2346
2013
Q2 		$4K Buy
+81
New +$4.56K ﹤0.01% 2605

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

Creative Planning's ATR Position: Q1 2026 in Review

Creative Planning increased its AptarGroup (ATR) stake by 101% in Q1 2026, buying an estimated $2.67M and bringing the position to 40,810 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Creative Planning first reported a position in ATR in Q2 2013 and has held it in 26 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Creative Planning held 40,810 shares of AptarGroup worth $5.14M as of Q1 2026.
  • Creative Planning bought 20,514 AptarGroup shares in Q1 2026, an estimated $2.67M.
  • AptarGroup made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1173 holding.
  • Creative Planning first reported a position in AptarGroup in Q2 2013 and has held it in 26 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.