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Elevation Wealth Partners’s AptarGroup ATR Stock Holding History

Elevation Wealth Partners’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 		$54.5K Buy
435
+412
+1,791% +$50K 0.02% 283
2026
Q1 		$2.9K Buy
23
+18
+360% +$2.35K ﹤0.01% 839
2025
Q4 		$610 Buy
+5
New +$618 ﹤0.01% 901

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
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
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Elevation Wealth Partners's ATR Position: Q2 2026 in Review

Elevation Wealth Partners increased its AptarGroup (ATR) stake by 1,791% in Q2 2026, buying an estimated $50K and bringing the position to 435 shares worth $54.5K. The position accounts for 0.02% of the portfolio, ranked #283.

Elevation Wealth Partners first reported a position in ATR in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Elevation Wealth Partners held 435 shares of AptarGroup worth $54.5K as of Q2 2026.
  • Elevation Wealth Partners bought 412 AptarGroup shares in Q2 2026, an estimated $50K.
  • AptarGroup made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • Elevation Wealth Partners first reported a position in AptarGroup in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.