Evercore Wealth Management’s AptarGroup ATR Stock Holding History

Evercore 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 Q1	$1.31M	Hold	10,360	–	–	0.02%	198
2025 Q4	$1.26M	Sell	10,360 -2,017	-16%	-$249K	0.02%	198
2025 Q3	$1.65M	Hold	12,377	–	–	0.02%	175
2025 Q2	$1.94M	Hold	12,377	–	–	0.03%	158
2025 Q1	$1.84M	Sell	12,377 -2,000	-14%	-$301K	0.03%	163
2024 Q4	$2.26M	Sell	14,377 -500	-3%	-$83.5K	0.03%	147
2024 Q3	$2.38M	Hold	14,877	–	–	0.04%	147
2024 Q2	$2.09M	Hold	14,877	–	–	0.03%	156
2024 Q1	$2.14M	Buy	14,877 +17	+0.1%	+$2.3K	0.03%	159
2023 Q4	$1.84M	Hold	14,860	–	–	0.03%	169
2023 Q3	$1.86M	Hold	14,860	–	–	0.03%	160
2023 Q2	$1.72M	Hold	14,860	–	–	0.03%	171
2023 Q1	$1.76M	Hold	14,860	–	–	0.04%	161
2022 Q4	$1.63M	Hold	14,860	–	–	0.03%	167
2022 Q3	$1.41M	Sell	14,860 -49	-0.3%	-$5.1K	0.03%	166
2022 Q2	$1.54M	Sell	14,909 -6,000	-29%	-$654K	0.03%	164
2022 Q1	$2.46M	Sell	20,909 -9	-0%	-$1.06K	0.04%	150
2021 Q4	$2.56M	Hold	20,918	–	–	0.04%	147
2021 Q3	$2.5M	Hold	20,918	–	–	0.05%	152
2021 Q2	$2.95M	Sell	20,918 -10	-0%	-$1.47K	0.05%	143
2021 Q1	$2.96M	Sell	20,928 -491	-2%	-$67.8K	0.06%	140
2020 Q4	$2.93M	Sell	21,419 -11	-0.1%	-$1.36K	0.06%	130
2020 Q3	$2.43M	Buy	21,430 +21	+0.1%	+$2.46K	0.06%	134
2020 Q2	$2.4M	Sell	21,409 -1,000	-4%	-$106K	0.06%	131
2020 Q1	$2.23M	Buy	22,409 +49	+0.2%	+$5.31K	0.07%	123
2019 Q4	$2.58M	Sell	22,360 -3,625	-14%	-$412K	0.07%	137
2019 Q3	$3.08M	Buy	25,985 +625	+2%	+$75.6K	0.09%	122
2019 Q2	$3.15M	Sell	25,360 -232	-0.9%	-$26.5K	0.1%	118
2019 Q1	$2.72M	Sell	25,592 -42,768	-63%	-$4.27M	0.09%	122
2018 Q4	$6.43M	Sell	68,360 -120	-0.2%	-$12.2K	0.24%	73
2018 Q3	$7.38M	Sell	68,480 -985	-1%	-$101K	0.24%	71
2018 Q2	$6.49M	Buy	69,465 +61,120	+732%	+$5.69M	0.22%	77
2018 Q1	$750K	Sell	8,345 -200	-2%	-$17.6K	0.03%	204
2017 Q4	$737K	Hold	8,545	–	–	0.03%	216
2017 Q3	$738K	Hold	8,545	–	–	0.03%	209
2017 Q2	$742K	Sell	8,545 -2,250	-21%	-$185K	0.03%	209
2017 Q1	$831K	Sell	10,795 -200	-2%	-$14.9K	0.03%	202
2016 Q4	$808K	Buy	10,995 +1,070	+11%	+$79.6K	0.03%	199
2016 Q3	$768K	Sell	9,925 -125	-1%	-$9.78K	0.03%	203
2016 Q2	$795K	Sell	10,050 -100	-1%	-$7.74K	0.04%	195
2016 Q1	$796K	Sell	10,150 -475	-4%	-$34.8K	0.04%	196
2015 Q4	$772K	Buy	10,625 +2,425	+30%	+$175K	0.04%	205
2015 Q3	$541K	Hold	8,200	–	–	0.03%	243
2015 Q2	$523K	Hold	8,200	–	–	0.02%	267
2015 Q1	$521K	Sell	8,200 -200	-2%	-$12.9K	0.02%	266
2014 Q4	$561K	Hold	8,400	–	–	0.03%	224
2014 Q3	$510K	Sell	8,400 -142	-2%	-$9.03K	0.03%	261
2014 Q2	$573K	Sell	8,542 -1,258	-13%	-$83.6K	0.03%	254
2014 Q1	$649K	Sell	9,800 -200	-2%	-$13K	0.04%	228
2013 Q4	$678K	Hold	10,000	–	–	0.04%	227
2013 Q3	$601K	Hold	10,000	–	–	0.03%	258
2013 Q2	$552K	Buy	+10,000	New	+$562K	0.03%	266

Other funds holding ATR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Evercore Wealth Management's ATR Position: Q1 2026 in Review

Evercore Wealth Management held its AptarGroup (ATR) position steady in Q1 2026 at 10,360 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #198.

Evercore Wealth Management first reported a position in ATR in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.38M in Q3 2018. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Evercore Wealth Management held 10,360 shares of AptarGroup worth $1.31M as of Q1 2026.
Evercore Wealth Management left its AptarGroup share count unchanged in Q1 2026.
AptarGroup made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #198 holding.
Evercore Wealth Management first reported a position in AptarGroup in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's AptarGroup position peaked at $7.38M in Q3 2018.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.