EWM
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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
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

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

Empirical Wealth Management's ATR Position: Q2 2026 in Review

Empirical Wealth Management increased its AptarGroup (ATR) stake by 236% in Q2 2026, buying an estimated $660K and bringing the position to 7,748 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #416.

Empirical Wealth Management first reported a position in ATR in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Empirical Wealth Management held 7,748 shares of AptarGroup worth $970K as of Q2 2026.
  • Empirical Wealth Management bought 5,439 AptarGroup shares in Q2 2026, an estimated $660K.
  • AptarGroup made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Empirical Wealth Management first reported a position in AptarGroup in Q1 2026 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.