DiNuzzo Private Wealth’s AptarGroup ATR Stock Holding History

DiNuzzo Private Wealth’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	$1.25K	Sell	10 -2	-17%	-$243	﹤0.01%	823
2026 Q1	$1.51K	Hold	12	–	–	﹤0.01%	743
2025 Q4	$1.46K	Sell	12 -1	-8%	-$124	﹤0.01%	751
2025 Q3	$1.81K	Hold	13	–	–	﹤0.01%	670
2025 Q2	$2.03K	Hold	13	–	–	﹤0.01%	609
2025 Q1	$1.93K	Hold	13	–	–	﹤0.01%	609
2024 Q4	$2.04K	Hold	13	–	–	﹤0.01%	594
2024 Q3	$2.08K	Hold	13	–	–	﹤0.01%	601
2024 Q2	$1.83K	Buy	13 +2	+18%	+$289	﹤0.01%	550
2024 Q1	$1.58K	Hold	11	–	–	﹤0.01%	562
2023 Q4	$1.36K	Buy	+11	New	+$1.38K	﹤0.01%	583

Other funds holding ATR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

DiNuzzo Private Wealth's ATR Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its AptarGroup (ATR) stake by 17% in Q2 2026, selling an estimated $243 and leaving 10 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

DiNuzzo Private Wealth first reported a position in ATR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08K in Q3 2024. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

DiNuzzo Private Wealth held 10 shares of AptarGroup worth $1.25K as of Q2 2026.
DiNuzzo Private Wealth sold 2 AptarGroup shares in Q2 2026, an estimated $243.
AptarGroup made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #823 holding.
DiNuzzo Private Wealth first reported a position in AptarGroup in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's AptarGroup position peaked at $2.08K in Q3 2024.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.