CX Institutional’s AptarGroup ATR Stock Holding History

CX Institutional’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	–	Sell	-119	Closed	-$15K	–	1574
2026 Q1	$15K	Buy	+119	New	+$15.5K	﹤0.01%	1189

Other funds holding ATR

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CX Institutional's ATR Position: Q2 2026 in Review

CX Institutional sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 119 shares — an estimated $15K sold.

CX Institutional first reported a position in ATR in Q1 2026 and held it in 1 quarter. The position peaked at $15K in Q1 2026. 84 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

CX Institutional reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 119 AptarGroup shares in Q2 2026, an estimated $15K.
CX Institutional first reported a position in AptarGroup in Q1 2026 and held it in 1 quarter.
CX Institutional's AptarGroup position peaked at $15K in Q1 2026.
84 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.