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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
Q3 		$338K Hold
2,786
– – 0.06% 158
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Crumly & Associates's ATR Position: Q3 2026 in Review

Crumly & Associates held its AptarGroup (ATR) position steady in Q3 2026 at 2,786 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #158.

Crumly & Associates first reported a position in ATR in Q4 2025 and has held it in 4 quarters since. The position peaked at $349K in Q2 2026. 247 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Crumly & Associates held 2,786 shares of AptarGroup worth $338K as of Q3 2026.
  • Crumly & Associates left its AptarGroup share count unchanged in Q3 2026.
  • AptarGroup made up 0.06% of Crumly & Associates's portfolio in Q3 2026, its #158 holding.
  • Crumly & Associates first reported a position in AptarGroup in Q4 2025 and has held it in 4 quarters since.
  • Crumly & Associates's AptarGroup position peaked at $349K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.