Elevated Capital Advisors’s AptarGroup ATR Stock Holding History

Elevated Capital Advisors’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	$219K	Sell	1,751 -717	-29%	-$87K	0.06%	242
2026 Q1	$311K	Sell	2,468 -4,620	-65%	-$602K	0.08%	217
2025 Q4	$865K	Buy	7,088 +2,619	+59%	+$324K	0.2%	128
2025 Q3	$597K	Buy	4,469 +1,717	+62%	+$248K	0.15%	178
2025 Q2	$408K	Hold	2,752	–	–	0.11%	206
2025 Q1	$408K	Buy	2,752 +3	+0.1%	+$452	0.11%	206
2024 Q4	$432K	Buy	2,749 +798	+41%	+$133K	0.12%	206
2024 Q3	$313K	Buy	+1,951	New	+$289K	0.08%	240

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

Elevated Capital Advisors's ATR Position: Q2 2026 in Review

Elevated Capital Advisors reduced its AptarGroup (ATR) stake by 29% in Q2 2026, selling an estimated $87K and leaving 1,751 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #242.

Elevated Capital Advisors first reported a position in ATR in Q3 2024 and has held it in 8 quarters since. The position peaked at $865K in Q4 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Elevated Capital Advisors held 1,751 shares of AptarGroup worth $219K as of Q2 2026.
Elevated Capital Advisors sold 717 AptarGroup shares in Q2 2026, an estimated $87K.
AptarGroup made up 0.06% of Elevated Capital Advisors's portfolio in Q2 2026, its #242 holding.
Elevated Capital Advisors first reported a position in AptarGroup in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's AptarGroup position peaked at $865K in Q4 2025.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.