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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
Q3 		$66.2K Buy
546
+111
+26% +$14.4K 0.02% 301
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Elevation Wealth Partners's ATR Position: Q3 2026 in Review

Elevation Wealth Partners increased its AptarGroup (ATR) stake by 26% in Q3 2026, buying an estimated $14.4K and bringing the position to 546 shares worth $66.2K. The position accounts for 0.02% of the portfolio, ranked #301.

Elevation Wealth Partners first reported a position in ATR in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Elevation Wealth Partners held 546 shares of AptarGroup worth $66.2K as of Q3 2026.
  • Elevation Wealth Partners bought 111 AptarGroup shares in Q3 2026, an estimated $14.4K.
  • AptarGroup made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #301 holding.
  • Elevation Wealth Partners first reported a position in AptarGroup in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.