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EP Wealth Advisors’s AptarGroup ATR Stock Holding History

EP Wealth 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 		$338K Buy
+2,699
New +$328K ﹤0.01% 1214

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EP Wealth Advisors's ATR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in AptarGroup (ATR) in Q2 2026: 2,699 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings.

553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • EP Wealth Advisors held 2,699 shares of AptarGroup worth $338K as of Q2 2026.
  • AptarGroup was a new EP Wealth Advisors position in Q2 2026.
  • AptarGroup made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1214 holding.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.