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Crumly & Associates’s AptarGroup ATR Stock Holding History

Crumly & Associates’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 		$349K Buy
2,786
+318
+13% +$38.6K 0.07% 148
2026
Q1 		$311K Buy
2,468
+555
+29% +$72.3K 0.07% 150
2025
Q4 		$233K Buy
+1,913
New +$236K 0.05% 179

Other funds holding ATR

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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Crumly & Associates's ATR Position: Q2 2026 in Review

Crumly & Associates increased its AptarGroup (ATR) stake by 13% in Q2 2026, buying an estimated $38.6K and bringing the position to 2,786 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #148.

Crumly & Associates first reported a position in ATR in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Crumly & Associates held 2,786 shares of AptarGroup worth $349K as of Q2 2026.
  • Crumly & Associates bought 318 AptarGroup shares in Q2 2026, an estimated $38.6K.
  • AptarGroup made up 0.07% of Crumly & Associates's portfolio in Q2 2026, its #148 holding.
  • Crumly & Associates first reported a position in AptarGroup in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.