Empirical Wealth Management
ATR icon

Empirical Wealth Management’s AptarGroup ATR Stock Holding History

Empirical Wealth Management’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 		$1.15M Buy
9,501
+1,753
+23% +$227K 0.02% 439
2026
Q2 		$970K Buy
7,748
+5,439
+236% +$660K 0.01% 416
2026
Q1 		$291K Buy
+2,309
New +$301K 0.01% 800

Other funds holding ATR

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Empirical Wealth Management's ATR Position: Q3 2026 in Review

Empirical Wealth Management increased its AptarGroup (ATR) stake by 23% in Q3 2026, buying an estimated $227K and bringing the position to 9,501 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #439.

Empirical Wealth Management first reported a position in ATR in Q1 2026 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Empirical Wealth Management held 9,501 shares of AptarGroup worth $1.15M as of Q3 2026.
  • Empirical Wealth Management bought 1,753 AptarGroup shares in Q3 2026, an estimated $227K.
  • AptarGroup made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #439 holding.
  • Empirical Wealth Management first reported a position in AptarGroup in Q1 2026 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.